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
Others Institutions Holding CWS
# of Institutions
40Shares Held
622KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC114KShares$7.62 Million0.0% of portfolio
-
Cibc World Market Inc. Toronto, A680.1KShares$5.34 Million0.01% of portfolio
-
Stifel Financial Corp St. Louis, MO63.4KShares$4.23 Million0.0% of portfolio
-
Mason & Associates Inc40.5KShares$2.7 Million0.68% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ37.5KShares$2.5 Million0.01% of portfolio