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

Zimmermann Investment Management & Planning LLC

  • $287 Million
  • Q3 2024

A detailed history of Zimmermann Investment Management & Planning LLC transactions in Spdr S&P Aerospace & Defense E stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 11,221 shares of XAR stock, worth $1.86 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
11,221
Previous 45,285 75.22%
Holding current value
$1.86 Million
Previous $6.34 Million 72.15%
% of portfolio
0.61%
Previous 2.25%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
377
Shares Held
6.63M
Call Options Held
31.7K
Put Options Held
5.6K
View Full List

About SPDR S&P AEROSPACE & DEFENSE E

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