Zimmermann Investment Management & Planning LLC Spdr S&P Aerospace & Defense E Transaction History

Zimmermann Investment Management & Planning LLC

$2.27 Billion
Q4 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$139.03 - $157.34 $4.74 Million - $5.36 Million	-34,064 Reduced 75.22%	11,221 $1.77 Million
Q2 2024 Jul 26, 2024	BUY	$132.1 - $144.92 $308,057 - $337,953	2,332 Added 5.43%	45,285 $6.34 Million
Q1 2024 Apr 22, 2024	BUY	$127.46 - $141.87 $634,878 - $706,654	4,981 Added 13.12%	42,953 $6.04 Million
Q4 2023 Jan 22, 2024	BUY	$109.6 - $136.33 $432,481 - $537,958	3,946 Added 11.6%	37,972 $5.14 Million
Q3 2023 Oct 31, 2023	BUY	$110.08 - $125.09 $328,038 - $372,768	2,980 Added 9.6%	34,026 $3.81 Million
Q2 2023 Jul 13, 2023	BUY	$110.78 - $122.64 $842,814 - $933,045	7,608 Added 32.46%	31,046 $3.77 Million
Q1 2023 Apr 25, 2023	BUY	$109.92 - $121.62 $2.29 Million - $2.53 Million	20,833 Added 799.73%	23,438 $2.74 Million
Q4 2022 Jan 20, 2023	BUY	$93.31 - $113.09 $243,072 - $294,599	2,605 New	2,605 $0

Others Institutions Holding XAR

# of Institutions

459

Shares Held

7.96M

Call Options Held

47.7K

Put Options Held

7.6K

View Full List

About SPDR S&P AEROSPACE & DEFENSE E

Ticker XAR
Sector ETFs
Industry ETFs

More about XAR

Track This Portfolio

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.

Account