Zimmermann Investment Management & Planning LLC Advisorshares Tr Advisorshares Transaction History

Zimmermann Investment Management & Planning LLC

$287 Million
Q3 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 20,986 shares of CWS stock, worth $1.39 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

20,986

Previous 22,164 5.31%

Holding current value

$1.39 Million

Previous $1.38 Million 4.72%

% of portfolio

0.5%

Previous 0.49%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$61.66 - $68.72 $72,635 - $80,952	-1,178 Reduced 5.31%	20,986 $1.44 Million
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

Shares Held

635K

Call Options Held

Put Options Held

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About ADVISORSHARES TR ADVISORSHARES

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Zimmermann Investment Management & Planning LLC Advisorshares Tr Advisorshares Transaction History