ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC OEF Holdings History
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's iShares S&P 100 ETF Holding Summary
As of 2024-12-31, ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC held 924.00 shares of iShares S&P 100 ETF(OEF), totaling $266,900.00. This investment constitutes 11.77% of their stock portfolio, and ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC now holds 0% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2021Q4. And since then ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC has made 9 purchases of OEF, at an average price of $211.34, for a total of 104,254.00 shares. In addition, there have been 3 sales at an average price of $244.38 for 103,330.00 shares. Based on historical transaction data and OEF's current price of $312.71, ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's estimated gain on his OEF holdings is $3.51 Mil, reflecting a 15.92% gain to date.
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC OEF ($312.71) Holding Chart
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC OEF ($312.71) 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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