Number of Shares
996.00
Current Holdings Value*
$509,190.00
% of Portfolio
22.46%
Total Estimate Gain
$5.65 Mil
% of Total Estimate Gain
22.08%

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's INVESCO QQQ Trust Holding Summary

As of 2024-12-31, ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC held 996.00 shares of INVESCO QQQ Trust(QQQ), totaling $509,190.00. This investment constitutes 22.46% of their stock portfolio, and ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2021Q4. And since then ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC has made 10 purchases of QQQ, at an average price of $381.07, for a total of 67,134.00 shares. In addition, there have been 2 sales at an average price of $463.76 for 66,138.00 shares. Based on historical transaction data and QQQ's current price of $561.03, ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's estimated gain on his QQQ holdings is $5.65 Mil, reflecting a 22.08% gain to date.

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC QQQ ($561.03) Holding Chart

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC QQQ ($561.03) 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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