ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC IWL Holdings History
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's iShares Russell Top 200 ETF Holding Summary
As of 2024-12-31, ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC held - shares of iShares Russell Top 200 ETF(IWL), totaling N/A. This investment constitutes 0% of their stock portfolio, and ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC now holds 0% of the outstanding iShares Russell Top 200 ETF(IWL) stock.
The initial trade took place in 2021Q4. And since then ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC has made 6 purchases of IWL, at an average price of $124.23, for a total of 92,796.00 shares. In addition, there have been 6 sales at an average price of $133.12 for 92,796.00 shares. Based on historical transaction data and IWL's current price of $155.95, ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's estimated gain on his IWL holdings is $824,998.55, reflecting a 7.16% gain to date.
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC IWL ($155.95) Holding Chart
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC IWL ($155.95) 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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