ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC AOR Holdings History
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's iShares Core 60/40 Balanced Allocation ETF Holding Summary
As of 2024-12-31, ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC held - shares of iShares Core 60/40 Balanced Allocation ETF(AOR), totaling N/A. This investment constitutes 0% of their stock portfolio, and ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC now holds 0% of the outstanding iShares Core 60/40 Balanced Allocation ETF(AOR) stock.
The initial trade took place in 2022Q3. And since then ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC has made 2 purchases of AOR, at an average price of $48.58, for a total of 12,189.00 shares. In addition, there have been 8 sales at an average price of $55.82 for 12,189.00 shares. Based on historical transaction data and AOR's current price of $61.84, ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's estimated gain on his AOR holdings is $88,273.80, reflecting a 14.91% gain to date.
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC AOR ($61.84) Holding Chart
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC AOR ($61.84) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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