Zimmermann Investment Management & Planning LLC Pimco Active Bond Exchange Tra Transaction History

Zimmermann Investment Management & Planning LLC

$2.27 Billion
Q4 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 28, 2022	SELL	$93.11 - $101.59 $542,551 - $591,964	-5,827 Closed	0 $0
Q1 2022 Apr 18, 2022	SELL	$100.7 - $108.94 $89,925 - $97,283	-893 Reduced 13.29%	5,827 $593,000
Q4 2021 Feb 03, 2022	BUY	$108.95 - $110.71 $732,144 - $743,971	6,720 New	6,720 $735,000

Others Institutions Holding BOND

# of Institutions

456

Shares Held

39.7M

Call Options Held

Put Options Held

Cwm, LLC

3.61M
Shares

$327 Million
1.47% of portfolio
Morgan Stanley New York, NY

2.8M
Shares

$253 Million
0.02% of portfolio
Tectonic Advisors LLC Plano, TX

1.83M
Shares

$165 Million
11.57% of portfolio
Envestnet Asset Management Inc

1.57M
Shares

$141 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

1.52M
Shares

$137 Million
0.03% of portfolio

View Full List

About PIMCO ACTIVE BOND EXCHANGE TRA

Ticker BOND
Sector ETFs
Industry ETFs

More about BOND

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Zimmermann Investment Management & Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zimmermann Investment Management & Planning LLC with notifications on news.

Account