Zimmermann Investment Management & Planning LLC Advisorshares Tr Advisorshares Transaction History

Zimmermann Investment Management & Planning LLC

  • $282 Million
  • Q2 2024

A detailed history of Zimmermann Investment Management & Planning LLC transactions in Advisorshares Tr Advisorshares stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 22,164 shares of CWS stock, worth $1.48 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
22,164
Previous 21,057 5.26%
Holding current value
$1.48 Million
Previous $1.34 Million 2.68%
% of portfolio
0.49%
Previous 0.51%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024
BUY
$59.74 - $64.0 $66,132 - $70,848
1,107 Added 5.26%
22,164 $1.38 Million
Q1 2024

Apr 22, 2024
SELL
$57.96 - $63.69 $31,124 - $34,201
-537 Reduced 2.49%
21,057 $1.34 Million
Q4 2023

Jan 22, 2024
BUY
$48.54 - $59.53 $60,869 - $74,650
1,254 Added 6.17%
21,594 $1.28 Million
Q3 2023

Oct 31, 2023
BUY
$51.72 - $55.84 $449,705 - $485,528
8,695 Added 74.67%
20,340 $1.06 Million
Q2 2023

Jul 13, 2023
BUY
$49.01 - $53.95 $570,721 - $628,247
11,645 New
11,645 $628,000

Others Institutions Holding CWS

# of Institutions
40
Shares Held
622K
Call Options Held
0
Put Options Held
0
View Full List

About ADVISORSHARES TR ADVISORSHARES

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