Zimmermann Investment Management & Planning LLC Riverfront Strategic Income Fd Transaction History
Zimmermann Investment Management & Planning LLC
- $282 Million
- Q2 2024
A detailed history of Zimmermann Investment Management & Planning LLC transactions in Riverfront Strategic Income Fd stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 24,604 shares of RIGS stock, worth $578,194. This represents 0.2% of its overall portfolio holdings.
Number of Shares
24,604
Previous 32,691
24.74%
Holding current value
$578,194
Previous $747,000
25.44%
% of portfolio
0.2%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding RIGS
# of Institutions
42Shares Held
2.52MCall Options Held
0Put Options Held
0-
Elevated Capital Advisors, LLC Sandy, UT558KShares$13.1 Million3.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC284KShares$6.67 Million0.0% of portfolio
-
Morgan Stanley New York, NY270KShares$6.35 Million0.0% of portfolio
-
River Front Investment Group, LLC Richmond, VA205KShares$4.81 Million0.13% of portfolio
-
Envestnet Asset Management Inc118KShares$2.77 Million0.0% of portfolio