ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC FNDX Holdings History
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2024-12-31, ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC held - shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling N/A. This investment constitutes 0% of their stock portfolio, and ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC now holds 0% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2021Q4. And since then ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC has made 4 purchases of FNDX, at an average price of $35.74, for a total of 639,886.00 shares. In addition, there have been 8 sales at an average price of $33.51 for 639,886.00 shares. Based on historical transaction data and FNDX's current price of $25.07, ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's estimated gain on his FNDX holdings is $-1.43 Mil, reflecting a -6.23% gain to date.
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC FNDX ($25.07) Holding Chart
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC FNDX ($25.07) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
