Zimmermann Investment Management & Planning LLC Spdr Index Shs Fds Transaction History

Zimmermann Investment Management & Planning LLC

  • $287 Million
  • Q3 2024

A detailed history of Zimmermann Investment Management & Planning LLC transactions in Spdr Index Shs Fds stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 11,263 shares of QWLD stock, worth $1.45 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
11,263
Previous 24,618 54.25%
Holding current value
$1.45 Million
Previous $2.96 Million 51.03%
% of portfolio
0.5%
Previous 1.05%

Shares

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

Oct 24, 2024
SELL
$117.82 - $128.91 $1.57 Million - $1.72 Million
-13,355 Reduced 54.25%
11,263 $1.45 Million
Q2 2024

Jul 26, 2024
BUY
$114.52 - $121.23 $915,129 - $968,748
7,991 Added 48.06%
24,618 $2.96 Million
Q1 2024

Apr 22, 2024
BUY
$109.37 - $119.93 $1.82 Million - $1.99 Million
16,627 New
16,627 $1.99 Million

Others Institutions Holding QWLD

# of Institutions
44
Shares Held
693K
Call Options Held
0
Put Options Held
0
View Full List

About SPDR INDEX SHS FDS

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