ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC IWY Holdings History
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's iShares Russell Top 200 Growth ETF Holding Summary
As of 2024-12-31, ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC held 1,445.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $339,970.00. This investment constitutes 14.99% of their stock portfolio, and ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC now holds 0% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.
The initial trade took place in 2021Q4. And since then ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC has made 8 purchases of IWY, at an average price of $170.86, for a total of 133,076.00 shares. In addition, there have been 4 sales at an average price of $192.46 for 131,631.00 shares. Based on historical transaction data and IWY's current price of $251.71, ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's estimated gain on his IWY holdings is $2.96 Mil, reflecting a 13.02% gain to date.
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC IWY ($251.71) Holding Chart
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC IWY ($251.71) 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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