Zimmermann Investment Management & Planning LLC Global X Fds Global X Autonomo Transaction History

Zimmermann Investment Management & Planning LLC

$287 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 28, 2022	SELL	$21.47 - $28.3 $192,972 - $254,360	-8,988 Closed	0 $0
Q1 2022 Apr 18, 2022	SELL	$23.97 - $31.55 $1,366 - $1,798	-57 Reduced 0.63%	8,988 $248,000
Q4 2021 Feb 03, 2022	BUY	$26.95 - $32.11 $243,762 - $290,434	9,045 New	9,045 $276,000

Others Institutions Holding DRIV

# of Institutions

157

Shares Held

4.23M

Call Options Held

3.1K

Put Options Held

2.9K

Bank Of America Corp Charlotte, NC

834K
Shares

$19.8 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

479K
Shares

$11.4 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

344K
Shares

$8.15 Million
0.0% of portfolio
Cx Institutional

213K
Shares

$5.04 Million
0.22% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

168K
Shares

$3.98 Million
0.15% of portfolio

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