Zimmermann Investment Management & Planning LLC Energy Sector Spdr Transaction History
Zimmermann Investment Management & Planning LLC
- $287 Million
- Q3 2024
A detailed history of Zimmermann Investment Management & Planning LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 8,211 shares of XLE stock, worth $777,828. This represents 0.25% of its overall portfolio holdings.
Number of Shares
8,211
Previous 8,483
3.21%
Holding current value
$777,828
Previous $773,000
6.86%
% of portfolio
0.25%
Previous 0.27%
Shares
10 transactions
Others Institutions Holding XLE
# of Institutions
2,025Shares Held
235MCall Options Held
45.7MPut Options Held
111M-
Bank Of America Corp Charlotte, NC43.3MShares$4.1 Billion0.32% of portfolio
-
Morgan Stanley New York, NY17.7MShares$1.68 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.9MShares$1.41 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.32MShares$788 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY8.08MShares$765 Million0.12% of portfolio