Zimmermann Investment Management & Planning LLC First Tr Ex Trd Viii Cboe Vest Transaction History

Zimmermann Investment Management & Planning LLC

$282 Million
Q2 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 22, 2024	SELL	$39.41 - $44.19 $116,653 - $130,802	-2,960 Reduced 2.37%	122,128 $5.39 Million
Q3 2023 Oct 31, 2023	BUY	$40.48 - $42.39 $931 - $974	23 Added 0.02%	125,088 $5.07 Million
Q2 2023 Jul 13, 2023	BUY	$37.85 - $41.44 $3.55 Million - $3.89 Million	93,896 Added 301.25%	125,065 $5.18 Million
Q4 2022 Jan 20, 2023	BUY	$34.05 - $37.38 $8,001 - $8,784	235 Added 0.76%	31,169 $0
Q3 2022 Nov 01, 2022	BUY	$34.03 - $37.8 $36,412 - $40,446	1,070 Added 3.58%	30,934 $1.05 Million
Q2 2022 Jul 28, 2022	BUY	$34.31 - $38.03 $1.02 Million - $1.14 Million	29,864 New	29,864 $1.05 Million

Others Institutions Holding FJUN

# of Institutions

127

Shares Held

5.55M

Call Options Held

Put Options Held

Commonwealth Equity Services, LLC

577K
Shares

$29 Million
0.04% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

370K
Shares

$18.6 Million
0.04% of portfolio
Envestnet Asset Management Inc

327K
Shares

$16.4 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

270K
Shares

$13.6 Million
0.03% of portfolio
Mc Carthy & Cox Marysville, OH

243K
Shares

$12.2 Million
4.52% of portfolio

View Full List

About FIRST TR EX-TRD VIII CBOE VEST

Ticker FJUN
Sector Technology

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