Zimmermann Investment Management & Planning LLC Victory Portfolios Ii Victorys Transaction History

Zimmermann Investment Management & Planning LLC

$2.27 Billion
Q4 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$49.79 - $50.91 $466,382 - $476,873	9,367 Added 19.7%	56,920 $2.89 Million
Q2 2024 Jul 26, 2024	BUY	$49.39 - $49.98 $987,602 - $999,400	19,996 Added 72.56%	47,553 $2.37 Million
Q1 2024 Apr 22, 2024	BUY	$49.44 - $49.9 $713,122 - $719,757	14,424 Added 109.83%	27,557 $1.37 Million
Q4 2023 Jan 22, 2024	BUY	$48.37 - $49.72 $635,243 - $652,972	13,133 New	13,133 $651,000

Others Institutions Holding USTB

# of Institutions

114

Shares Held

15.4M

Call Options Held

Put Options Held

Victory Capital Management Inc

5.12M
Shares

$259 Million
0.27% of portfolio
Bank Of America Corp Charlotte, NC

900K
Shares

$45.6 Million
0.0% of portfolio
Redhawk Wealth Advisors, Inc. Minneapolis, MN

730K
Shares

$36.9 Million
5.35% of portfolio
Lpl Financial LLC Fort Mill, SC

716K
Shares

$36.3 Million
0.02% of portfolio
Amplius Wealth Advisors, LLC

624K
Shares

$31.6 Million
3.58% of portfolio

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About VICTORY PORTFOLIOS II VICTORYS

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