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 $324,640. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,695
Previous 6,769 1.09%
Holding current value
$324,640
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
433
Shares Held
71.7M
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
Track This Portfolio

Track Zimmermann Investment Management & Planning LLC Portfolio

Follow Zimmermann Investment Management & Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Zimmermann Investment Management & Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zimmermann Investment Management & Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email