Zimmermann Investment Management & Planning LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History

Zimmermann Investment Management & Planning LLC

$287 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 25, 2023	BUY	$31.58 - $33.87 $160,142 - $171,754	5,071 Added 10.13%	55,139 $1.86 Million
Q4 2022 Jan 20, 2023	BUY	$29.6 - $33.13 $1.48 Million - $1.66 Million	50,068 New	50,068 $0

Others Institutions Holding FDEC

# of Institutions

121

Shares Held

5.61M

Call Options Held

Put Options Held

American Portfolios Advisors Holbrook, NY

849K
Shares

$38.2 Million
1.07% of portfolio
Sigma Planning Corp Ann Arbor, MI

425K
Shares

$19.1 Million
0.58% of portfolio
Cwm, LLC

338K
Shares

$15.2 Million
0.06% of portfolio
Commonwealth Equity Services, LLC

304K
Shares

$13.7 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

257K
Shares

$11.6 Million
0.02% of portfolio

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About FIRST TR EX TR FD VIII FT CBOE

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