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
QJUN
First Tr ETF
3.29K
+ 28.76%
$24.85 - $27.22 $81.6K - $89.4K
14.7K $397K
XLV
Select Sector Spdr Fund Health

ETFs
99
+ 1.04%
$143.3 - $157.24 $14.2K - $15.6K
9.59K $1.48M
CL
Colgate Palmolive CO

Consumer Defensive
583
+ 14.08%
$95.54 - $108.77 $55.7K - $63.4K
4.73K $490K
LMT
Lockheed Martin Corp

Industrials
4
+ 0.55%
$460.3 - $584.56 $1.84K - $2.34K
725 $423K
IYF
Ishares Tr

ETFs
374
+ 7.52%
$93.83 - $105.05 $35.1K - $39.3K
5.35K $555K
PH
Parker Hannifin Corp

Industrials
40
+ 8.71%
$501.01 - $635.92 $20K - $25.4K
499 $315K
LLY
Eli Lilly & CO

Healthcare
119
+ 7.6%
$772.14 - $960.02 $91.9K - $114K
1.68K $1.49M
TMO
Thermo Fisher Scientific Inc.

Healthcare
36
+ 7.88%
$531.86 - $624.21 $19.1K - $22.5K
493 $304K
RSP
Invesco S&P 500 Equal Weight E

ETFs
60
+ 3.41%
$162.83 - $179.16 $9.77K - $10.7K
1.82K $325K
FISV
Fiserv Inc

Technology
287
+ 8.14%
N/A
3.81K $477K
XLF
Financial Sector Spdr

ETFs
51
+ 0.92%
$40.84 - $45.74 $2.08K - $2.33K
5.59K $253K
GOOG
Alphabet Inc.

Communication Services
328
+ 16.38%
$149.54 - $192.66 $49K - $63.2K
2.33K $389K
FNDB
Schwab Fundamental U S Broad M

ETFs
6
+ 0.19%
$64.17 - $70.37 $385 - $422
3.24K $227K
PRU
Prudential Financial Inc

Financial Services
11
+ 0.46%
$105.53 - $127.32 $1.16K - $1.4K
2.4K $290K
XLK
Technology Sector Spdr

ETFs
36
+ 3.36%
$197.34 - $237.68 $7.1K - $8.56K
1.11K $249K
EPD
Enterprise Products Partners L.P.

Energy
51
+ 0.64%
$27.88 - $30.0 $1.42K - $1.53K
8.05K $234K
Global X Fds
145K
New
N/A
145K $0
Blackrock ETF Trust Ii
56.5K
+ 55.57%
N/A
158K $0
T Rowe Price ETF Inc
15.4K
+ 23.39%
N/A
81.5K $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
56.7K
New
N/A
56.7K $0
Angel Oak Funds Trust
294K
New
N/A
294K $0
Morgan Stanley ETF Trust
28.5K
New
N/A
28.5K $0
Innovator Etfs Trust
6.67K
+ 24.7%
N/A
33.6K $0
FTGS
First Tr Exchange Traded Fd Gr
67.2K
+ 140.0%
N/A
115K $0
NFTY
First Tr Alphadex Fd Ii India
45.6K
New
N/A
45.6K $0
Grayscale Bitcoin Mini Tr Bt
113K
New
N/A
113K $0
PSEC
Prospect Capital Corp

Financial Services
436
+ 2.09%
$4.75 - $5.6 $2.07K - $2.44K
21.3K $114K
ROK
Rockwell Automation, Inc

Industrials
3
+ 0.39%
$248.27 - $294.37 $745 - $883
774 $207K
AVGO
Broadcom Inc.

Technology
14.2K
+ 809.63%
$136.27 - $1745.86 $1.94M - $24.8M
16K $2.75M
MSFT
Microsoft Corp

Technology
148
+ 1.7%
$395.15 - $467.56 $58.5K - $69.2K
8.83K $3.8M
NVO
Novo Nordisk A S

Healthcare
110
+ 2.14%
$119.07 - $145.42 $13.1K - $16K
5.25K $624K
AMZN
Amazon Com Inc

Consumer Cyclical
342
+ 1.13%
$161.02 - $200.0 $55.1K - $68.4K
30.7K $5.73M
MCK
Mckesson Corp

Healthcare
146
+ 3.46%
$479.06 - $630.38 $69.9K - $92K
4.36K $2.16M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
710
+ 1.99%
$211.47 - $281.27 $150K - $200K
36.4K $8.92M
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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