Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
  City: New Cumberland
  State: PA
  Zip: 17070
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $277,623,000
  Total Value Change : $33,162,000
  Securities Held Change : 14
   
All Securities Held : 134
  New Positions : 24
  Closed Positions : 10
  Increased Positions : 60
  Unchanged Positions : 3
  Decreased Positions : 47

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 10     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 133 Closed $160.45 $0 0 0% -224,000 -1,444 0    Drug Manufacturers - ...
   (JOET)1 Year Chart         JOET Virtus Terranova Us Quality... 139 Closed $0.00 $0 0 0% -477,000 -15,549 0    N/A
   (CTVA)1 Year Chart         CTVA Corteva, Inc. 138 Closed $56.82 $0 0 0% -241,000 -5,026 0    N/A
   (XJUN)1 Year Chart         XJUN Ft Cboe Vest Us Eq Enh & Mo... 137 Closed $0.00 $0 0 0% -422,000 -12,023 0    N/A
   (DIA)1 Year Chart         DIA Diamonds Trust 136 Closed $390.48 $0 0 0% -410,000 -1,089 0    Closed - End Fund - E...
   (ALB)1 Year Chart         ALB Albemarle Corp 142 Closed $130.46 $0 0 0% -293,000 -2,025 0    Synthetics
   (FJUN)1 Year Chart         FJUN Ft Cboe Vest Us Equity Buff... 135 Closed $0.00 $0 0 0% -5,392,000 -122,128 0    N/A
   (AMT)1 Year Chart         AMT American Tower Corp 141 Closed $181.33 $0 0 0% -255,000 -1,181 0    Integrated Telecommun...
   (GLPI)1 Year Chart         GLPI Gaming & Leisure Properties... 134 Closed $44.02 $0 0 0% -203,000 -4,107 0    REIT - Diversified
   (FLQH)1 Year Chart         FLQH Franklin Libertyq Internati... 140 Closed $0.00 $0 0 0% -264,000 -8,589 0    N/A

      10 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results