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 58,331 shares of XMHQ stock, worth $6.23 Million. This represents 2.08% of its overall portfolio holdings.

Number of Shares

58,331

Previous 93,481 37.6%

Holding current value

$6.23 Million

Previous $9.07 Million 34.04%

% of portfolio

2.08%

Previous 3.22%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$94.31 - $103.26 $3.31 Million - $3.63 Million	-35,150 Reduced 37.6%	58,331 $5.98 Million
Q2 2024 Jul 26, 2024	BUY	$96.76 - $109.6 $445,386 - $504,488	4,603 Added 5.18%	93,481 $9.07 Million
Q1 2024 Apr 22, 2024	BUY	$86.47 - $110.05 $312,848 - $398,160	3,618 Added 4.24%	88,878 $9.78 Million
Q4 2023 Jan 22, 2024	BUY	$75.71 - $89.74 $546,171 - $647,384	7,214 Added 9.24%	85,260 $7.56 Million
Q3 2023 Oct 31, 2023	BUY	$78.95 - $85.08 $5.48 Million - $5.91 Million	69,427 Added 805.51%	78,046 $6.29 Million
Q2 2023 Jul 13, 2023	BUY	$71.58 - $80.71 $616,948 - $695,639	8,619 New	8,619 $695,000

Others Institutions Holding XMHQ

# of Institutions

357

Shares Held

39.2M

Call Options Held

6.3K

Put Options Held

100

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About INVESCO EXCHANGE-TRADED FD TR

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