Zimmermann Investment Management & Planning LLC Invesco S&P Smallcap Value Wit Put Options Transaction History

Zimmermann Investment Management & Planning LLC

$2.27 Billion
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding XSVM

# of Institutions

141

Shares Held

8.11M

Call Options Held

100

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.23M
Shares

$59.5 Million
0.03% of portfolio
Commonwealth Equity Services, LLC

604K
Shares

$29.3 Million
0.04% of portfolio
Cwm, LLC

573K
Shares

$27.7 Million
0.11% of portfolio
Morgan Stanley New York, NY

546K
Shares

$26.5 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

454K
Shares

$22 Million
0.0% of portfolio

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