Cerity Partners LLC First Tr Exch Trd Fd Viii Firs Transaction History

Cerity Partners LLC

$44.7 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	SELL	$20.4 - $21.11 $177,031 - $183,192	-8,678 Reduced 40.04%	12,997 $269,000
Q4 2023 Jan 26, 2024	SELL	$19.32 - $21.23 $156,646 - $172,132	-8,108 Reduced 27.22%	21,675 $459,000
Q3 2023 Nov 13, 2023	SELL	$19.97 - $21.34 $603,313 - $644,702	-30,211 Reduced 50.36%	29,783 $594,000
Q2 2023 Aug 14, 2023	SELL	$21.14 - $21.92 $12.3 Million - $12.8 Million	-582,059 Reduced 90.66%	59,994 $1.28 Million
Q1 2023 May 11, 2023	SELL	$21.0 - $22.1 $1.25 Million - $1.32 Million	-59,743 Reduced 8.51%	642,053 $13.9 Million
Q4 2022 Feb 15, 2023	SELL	$20.43 - $21.75 $1.2 Million - $1.28 Million	-58,761 Reduced 7.73%	701,796 $14.8 Million
Q3 2022 Nov 10, 2022	SELL	$21.26 - $23.46 $3.09 Million - $3.41 Million	-145,286 Reduced 16.04%	760,557 $16.3 Million
Q2 2022 Aug 10, 2022	BUY	$22.27 - $24.14 $20.2 Million - $21.9 Million	905,843 New	905,843 $20.6 Million

Others Institutions Holding DEED

# of Institutions

35

Shares Held

2.17M

Call Options Held

0

Put Options Held

0

Gds Wealth Management

808K
Shares

$17 Million
1.72% of portfolio
New Edge Advisors, LLC New Orleans, LA

294K
Shares

$6.2 Million
0.04% of portfolio
Legacy Cg, LLC Plano, TX

240K
Shares

$5.05 Million
2.24% of portfolio
Raymond James & Associates St Petersburg, FL

148K
Shares

$3.13 Million
0.0% of portfolio
Blackhawk Capital Partners Llc. Thiensville, WI

118K
Shares

$2.49 Million
1.4% of portfolio

About FIRST TR EXCH TRD FD VIII FIRS

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