Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 01-22-2024 | 12-31-2023 | 120 | 244,463,126 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO QQQ TR | UNIT SER 1 | 1 | $19,040,824 | 46,495 | 0.01 | 0.01 | 3,137 | 7.24 | 12-31-2023 |
| ISHARES TR | S&P 100 ETF | 2 | $12,260,984 | 54,886 | 0.01 | 0.00 | 4,042 | 7.95 | 12-31-2023 |
| APPLE INC | COM | 3 | $10,639,806 | 55,263 | 0.00 | 0.00 | 3 | 0.01 | 12-31-2023 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 4 | $8,951,569 | 144,520 | 0.00 | 0.00 | 27,348 | 23.34 | 12-31-2023 |
