Zimmermann Investment Management & Planning LLC Invesco S&P Smallcap Value Wit Transaction History

Zimmermann Investment Management & Planning LLC

  • $2.27 Billion
  • Q4 2024

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 13, 2023
SELL
$42.07 - $47.06 $1.19 Million - $1.34 Million
-28,390 Reduced 80.91%
6,700 $311,000
Q1 2023

Apr 25, 2023
SELL
$43.13 - $52.31 $3.67 Million - $4.45 Million
-85,162 Reduced 70.82%
35,090 $1.6 Million
Q4 2022

Jan 20, 2023
BUY
$42.21 - $50.23 $651,637 - $775,450
15,438 Added 14.73%
120,252 $0
Q3 2022

Nov 01, 2022
BUY
$41.2 - $51.05 $3.71 Million - $4.59 Million
89,940 Added 604.68%
104,814 $4.32 Million
Q2 2022

Jul 28, 2022
BUY
$44.09 - $54.47 $655,794 - $810,186
14,874 New
14,874 $661,000

Others Institutions Holding XSVM

# of Institutions
141
Shares Held
9.11M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP VALUE WIT

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