Zimmermann Investment Management & Planning LLC Schwab Fundamental U S Broad M Transaction History

Zimmermann Investment Management & Planning LLC

  • $287 Million
  • Q3 2024

A detailed history of Zimmermann Investment Management & Planning LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 3,238 shares of FNDB stock, worth $74,635. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,238
Previous 3,232 0.19%
Holding current value
$74,635
Previous $211,000 7.58%
% of portfolio
0.08%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$64.17 - $70.37 $385 - $422
6 Added 0.19%
3,238 $227,000
Q2 2024

Jul 26, 2024
SELL
$62.66 - $66.26 $78,763 - $83,288
-1,257 Reduced 28.0%
3,232 $211,000
Q1 2024

Apr 22, 2024
SELL
$59.85 - $66.26 $34,533 - $38,232
-577 Reduced 11.39%
4,489 $297,000
Q4 2023

Jan 22, 2024
BUY
$52.56 - $61.29 $266,268 - $310,495
5,066 New
5,066 $309,000

Others Institutions Holding FNDB

# of Institutions
145
Shares Held
4.13M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

FNDB Quotes by TradingView
  • Ticker FNDB
  • Sector ETFs
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More about FNDB
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