ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC RWL Holdings History
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 $105.81, ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's estimated gain on his RWL holdings is $16,258.83, reflecting a 5.56% gain to date.
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC RWL ($105.81) Holding Chart
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC RWL ($105.81) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
