Zimmermann Investment Management & Planning LLC Advisorshares Tr Advisorshares Transaction History

Zimmermann Investment Management & Planning LLC

$2.27 Billion
Q4 2024

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

996K

Call Options Held

Put Options Held

Advisor Group Holdings, Inc. Phoenix, AZ

163K
Shares

$11.3 Million
0.03% of portfolio
Cibc World Market Inc. Toronto, A6

122K
Shares

$8.43 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

104K
Shares

$7.16 Million
0.0% of portfolio
Kestra Advisory Services, LLC

85.7K
Shares

$5.91 Million
0.03% of portfolio
Stifel Financial Corp St. Louis, MO

84.5K
Shares

$5.83 Million
0.01% of portfolio

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