Zimmermann Investment Management & Planning LLC Invesco Ex Traded Self Indx Fd Transaction History

Zimmermann Investment Management & Planning LLC

$2.27 Billion
Q4 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$46.07 - $50.3 $5.09 Million - $5.55 Million	-110,437 Reduced 73.94%	38,922 $1.96 Million
Q2 2024 Jul 26, 2024	BUY	$45.1 - $47.67 $1.75 Million - $1.85 Million	38,889 Added 35.2%	149,359 $7.08 Million
Q1 2024 Apr 22, 2024	BUY	$42.73 - $47.46 $4.72 Million - $5.24 Million	110,470 New	110,470 $5.24 Million

Others Institutions Holding IUS

# of Institutions

102

Shares Held

8.19M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.45M
Shares

$75.5 Million
0.03% of portfolio
Envestnet Asset Management Inc

685K
Shares

$35.7 Million
0.01% of portfolio
Aveo Capital Partners, LLC

608K
Shares

$31.7 Million
5.68% of portfolio
Intelligence Driven Advisers, LLC

554K
Shares

$28.9 Million
4.37% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

499K
Shares

$26 Million
0.06% of portfolio

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