Zimmermann Investment Management & Planning LLC Invesco ETF Tr Ii Intl Corp Bd Transaction History
Zimmermann Investment Management & Planning LLC
- $2.27 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding PICB
# of Institutions
38Shares Held
4.02MCall Options Held
0Put Options Held
0-
Urban Financial Advisory Corp Chicago, IL906KShares$21 Million10.74% of portfolio
-
Checchi Capital Advisers, LLC Beverly Hills, CA756KShares$17.6 Million0.96% of portfolio
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Tanager Wealth Management LLP747KShares$17.3 Million2.16% of portfolio
-
Peak Financial Management, Inc.345KShares$8.02 Million2.26% of portfolio
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Lpl Financial LLC Fort Mill, SC300KShares$6.97 Million0.0% of portfolio