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Company Main View
Name:
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
City:
New Cumberland
State:
PA
Zip:
17070
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
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
Download
Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
Unchanged Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
XOM
Exxon Mobil Corp
87
-
$116.15
$446,000
3,833
0.16%
63,000
0
0.012
Integrated Oil & Gas
PCAR
Paccar Inc
96
-
$106.11
$391,000
3,159
0.14%
83,000
0
0.001
Trucks & Other Vehicles
XLG
Invesco S&P 500 Top 50 ETF
112
-
$42.11
$270,000
6,416
0.1%
28,000
0
0.007
Closed - End Fund - E...
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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