Zimmermann Investment Management & Planning LLC Spdr Ser Tr Spdr S&P Metals & Transaction History

Zimmermann Investment Management & Planning LLC

$287 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 31, 2023	SELL	$49.55 - $53.9 $333,967 - $363,286	-6,740 Reduced 61.83%	4,161 $218,000
Q2 2023 Jul 13, 2023	BUY	$44.52 - $53.48 $35,393 - $42,516	795 Added 7.87%	10,901 $553,000
Q1 2023 Apr 25, 2023	BUY	$49.12 - $59.08 $256,062 - $307,984	5,213 Added 106.54%	10,106 $537,000
Q4 2022 Jan 20, 2023	BUY	$44.17 - $54.79 $216,123 - $268,087	4,893 New	4,893 $0

Others Institutions Holding XME

# of Institutions

322

Shares Held

22.8M

Call Options Held

10.1M

Put Options Held

13.1M

Morgan Stanley New York, NY

2.38M
Shares

$143 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

2.23M
Shares

$134 Million
0.02% of portfolio
Clal Insurance Enterprises Holdings LTD Tel Aviv, L3

2.1M
Shares

$126 Million
1.18% of portfolio
Bank Of America Corp Charlotte, NC

1.98M
Shares

$119 Million
0.01% of portfolio
Barclays PLC London, X0

1.21M
Shares

$72.8 Million
0.02% of portfolio

View Full List

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