Zimmermann Investment Management & Planning LLC Invesco Exchange Traded Fd Tr Transaction History

Zimmermann Investment Management & Planning LLC

  • $287 Million
  • Q3 2024

A detailed history of Zimmermann Investment Management & Planning LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 6,695 shares of XLG stock, worth $340,909. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,695
Previous 6,769 1.09%
Holding current value
$340,909
Previous $309,000 2.91%
% of portfolio
0.11%
Previous 0.11%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$42.54 - $47.97 $3,147 - $3,549
-74 Reduced 1.09%
6,695 $318,000
Q2 2024

Jul 26, 2024
BUY
$39.84 - $46.12 $14,063 - $16,280
353 Added 5.5%
6,769 $309,000
Q4 2023

Jan 22, 2024
SELL
$32.87 - $37.84 $28,038 - $32,277
-853 Reduced 11.73%
6,416 $242,000
Q3 2023

Oct 31, 2023
BUY
$33.8 - $354.35 $221,220 - $2.32 Million
6,545 Added 904.01%
7,269 $246,000
Q2 2023

Jul 13, 2023
BUY
$308.25 - $349.73 $3,699 - $4,196
12 Added 1.69%
724 $253,000
Q1 2023

Apr 25, 2023
BUY
$271.59 - $310.52 $193,372 - $221,090
712 New
712 $221,000
Q3 2022

Nov 01, 2022
SELL
$26.92 - $327.14 $86,063 - $1.05 Million
-3,197 Reduced 68.3%
1,484 $399,000
Q2 2022

Jul 28, 2022
SELL
$277.86 - $356.56 $39,178 - $50,274
-141 Reduced 2.92%
4,681 $1.34 Million
Q1 2022

Apr 18, 2022
SELL
$318.41 - $373.67 $54,448 - $63,897
-171 Reduced 3.42%
4,822 $1.7 Million
Q4 2021

Feb 03, 2022
BUY
$328.66 - $373.09 $1.64 Million - $1.86 Million
4,993 New
4,993 $1.84 Million

Others Institutions Holding XLG

# of Institutions
434
Shares Held
71.9M
Call Options Held
39.6K
Put Options Held
29K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

XLG Quotes by TradingView
  • Ticker XLG
  • Sector ETFs
  • Industry ETFs
More about XLG
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