ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC CWS Holdings History
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's AdvisorShares Focused Equity ETF Holding Summary
As of 2024-12-31, ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC held - shares of AdvisorShares Focused Equity ETF(CWS), totaling N/A. This investment constitutes 0% of their stock portfolio, and ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC now holds 0% of the outstanding AdvisorShares Focused Equity ETF(CWS) stock.
The initial trade took place in 2023Q2. And since then ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC has made 4 purchases of CWS, at an average price of $52.99, for a total of 22,701.00 shares. In addition, there have been 3 sales at an average price of $68.63 for 22,701.00 shares. Based on historical transaction data and CWS's current price of $69.33, ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's estimated gain on his CWS holdings is $355,053.78, reflecting a 29.52% gain to date.
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC CWS ($69.33) Holding Chart
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC CWS ($69.33) 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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