Number of Shares
2,919.00
Current Holdings Value*
$285,830.00
% of Portfolio
12.61%
Total Estimate Gain
$14,361.48
% of Total Estimate Gain
4.91%

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's Invesco S&P 500 Revenue ETF Holding Summary

As of 2024-12-31, ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC held 2,919.00 shares of Invesco S&P 500 Revenue ETF(RWL), totaling $285,830.00. This investment constitutes 12.61% of their stock portfolio, and ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC now holds 0.01% of the outstanding Invesco S&P 500 Revenue ETF(RWL) stock.

The initial trade took place in 2024Q4. And since then ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC has made 1 purchases of RWL, at an average price of $100.24, for a total of 2,919.00 shares. Based on historical transaction data and RWL's current price of $105.16, ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's estimated gain on his RWL holdings is $14,361.48, reflecting a 4.91% gain to date.

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC RWL ($105.16) Holding Chart

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC RWL ($105.16) 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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