Zimmermann Investment Management & Planning LLC Purchases in Q3 2024

Zimmermann Investment Management & Planning LLC

  • $287 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWL
Ishares Tr Russell 200 ETF

ETFs
51.8K
+ 256.65%
$126.32 - $140.44 $6.55M - $7.28M
72K $10.1M
FNDX
Schwab Fundamental U S Large C

ETFs
88.8K
+ 129.8%
$65.36 - $71.76 $5.81M - $6.38M
157K $11.3M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
55.1K
New
$110.22 - $120.89 $6.07M - $6.66M
55.1K $6.63M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
112K
New
$42.73 - $44.94 $4.77M - $5.02M
112K $5.02M
KCE
Spdr S&P Capital Markets ETF

ETFs
34K
+ 246.63%
$110.03 - $126.01 $3.74M - $4.28M
47.8K $5.97M
XLB
Select Sector Spdr Fd Material

ETFs
44.2K
New
$86.95 - $97.09 $3.84M - $4.29M
44.2K $4.26M
IWY
Ishares Tr Russell 200 Growth

ETFs
10.5K
+ 14.19%
$194.66 - $225.97 $2.04M - $2.37M
84.5K $18.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.64K
+ 7.26%
$434.77 - $502.96 $1.58M - $1.83M
53.9K $26.3M
JEPI
J P Morgan Exchange Traded Fd

ETFs
21.6K
+ 15.24%
$54.98 - $59.51 $1.19M - $1.28M
163K $9.71M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
9.45K
+ 306.72%
$141.31 - $161.48 $1.33M - $1.53M
12.5K $2.02M
PAVE
Global X Fds Us Infrastructure

ETFs
7.52K
+ 4.35%
$36.39 - $41.16 $274K - $310K
180K $7.42M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
24.1K
New
$32.65 - $36.69 $785K - $882K
24.1K $874K
OEF
Ishares S&P 100 ETF

ETFs
2.66K
+ 4.27%
$266.03 - $266.03 $707K - $707K
65K $17.3M
INDA
Ishares Msci India Index Fund

ETFs
12.5K
New
$54.86 - $59.22 $685K - $740K
12.5K $730K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
9.92K
+ 75.47%
$49.7 - $56.11 $493K - $556K
23.1K $1.27M
USTB
Victory Portfolios Ii Victorys

ETFs
9.37K
+ 19.7%
$49.79 - $50.91 $466K - $477K
56.9K $2.89M
CEG
Constellation Energy Corp

Utilities
2.02K
New
$167.08 - $262.86 $337K - $530K
2.02K $523K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
11.5K
New
$43.5 - $45.75 $498K - $524K
11.5K $523K
KKR
Kkr & Co. Inc.

Financial Services
1.41K
+ 10.7%
$104.51 - $133.23 $147K - $187K
14.6K $1.9M
IHDG
Wisdomtree Tr

ETFs
9.12K
+ 11.58%
$42.42 - $46.78 $387K - $427K
87.9K $4.02M
PANW
Palo Alto Networks Inc

Technology
1.17K
+ 18.18%
$294.18 - $368.01 $344K - $431K
7.61K $2.6M
WMT
Walmart Inc.

Consumer Defensive
2.01K
+ 10.35%
$66.91 - $81.4 $134K - $163K
21.4K $1.73M
ONON
On Holding Ag

Consumer Cyclical
7.6K
New
$36.63 - $51.57 $278K - $392K
7.6K $381K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
7.46K
New
$46.67 - $50.52 $348K - $377K
7.46K $376K
TSLA
Tesla, Inc.

Consumer Cyclical
176
+ 3.71%
$191.76 - $263.26 $33.7K - $46.3K
4.92K $1.29M
ETN
Eaton Corp PLC

Industrials
930
+ 48.04%
$272.52 - $333.02 $253K - $310K
2.87K $949K
JMEE
J P Morgan Exchange Traded Fd

ETFs
3.06K
+ 9.92%
$55.81 - $61.01 $171K - $187K
33.9K $2.07M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.05K
New
$60.84 - $67.51 $247K - $274K
4.05K $273K
IBM
International Business Machines Corp

Technology
1.18K
New
$175.1 - $223.38 $206K - $263K
1.18K $260K
PLTR
Palantir Technologies Inc.

Technology
6.98K
New
$24.09 - $37.95 $168K - $265K
6.98K $259K
PSN
Parsons Corp

Industrials
2.43K
New
$76.52 - $103.68 $186K - $252K
2.43K $251K
AXON
Axon Enterprise, Inc.

Industrials
600
New
$286.16 - $399.6 $172K - $240K
600 $239K
HD
Home Depot, Inc.

Consumer Cyclical
580
New
$333.64 - $405.2 $194K - $235K
580 $235K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.29K
+ 5.4%
$75.88 - $83.21 $98.2K - $108K
25.2K $2.1M
GLD
Spdr Gold Trust

ETFs
545
+ 15.52%
$215.56 - $246.98 $117K - $135K
4.06K $986K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
4.8K
New
$44.46 - $48.11 $213K - $231K
4.8K $230K
CAT
Caterpillar Inc

Industrials
573
New
$316.8 - $391.12 $182K - $224K
573 $224K
ORCL
Oracle Corp

Technology
1.29K
New
$125.9 - $170.35 $163K - $220K
1.29K $220K
PJUL
Innovator U.S. Equity Power Bu

ETFs
4.96K
New
$37.89 - $40.48 $188K - $201K
4.96K $200K
META
Meta Platforms, Inc.

Communication Services
119
+ 6.31%
$453.41 - $572.44 $54K - $68.1K
2.01K $1.15M
IRM
Iron Mountain Inc

Real Estate
75
+ 1.25%
$89.69 - $119.32 $6.73K - $8.95K
6.08K $721K
ET
Energy Transfer LP

Energy
11.1K
+ 39.69%
$15.43 - $16.44 $171K - $182K
39K $625K
SCHG
Schwab Strategic Tr Us Large C

ETFs
717
+ 2.73%
$92.63 - $105.69 $66.4K - $75.8K
27K $2.81M
JPM
Jpmorgan Chase & CO

Financial Services
462
+ 6.37%
$194.9 - $224.8 $90K - $104K
7.71K $1.63M
BSTP
Innovator Etfs Tr Buffer Step

ETFs
3.97K
+ 31.22%
$30.24 - $32.72 $120K - $130K
16.7K $546K
COST
Costco Wholesale Corp

Consumer Defensive
75
+ 3.46%
$801.83 - $917.05 $60.1K - $68.8K
2.24K $1.99M
NVDA
Nvidia Corp

Technology
2.79K
+ 2.87%
$98.91 - $134.91 $276K - $376K
99.8K $12.1M
AXP
American Express CO

Financial Services
160
+ 9.71%
$225.92 - $271.17 $36.1K - $43.4K
1.81K $490K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.91K
+ 37.72%
$50.52 - $50.95 $96.4K - $97.2K
6.97K $354K
Activity Summary
Buys All Purchases 85 New Holdings 25 Increased Positions 60 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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