Zimmermann Investment Management & Planning LLC First Tr ETF Viii Cboe Vest Us Transaction History

Zimmermann Investment Management & Planning LLC

$2.27 Billion
Q4 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 24, 2024	BUY	$42.73 - $44.94 $4.77 Million - $5.02 Million	111,724 New	111,724 $5.02 Million

Others Institutions Holding FSEP

# of Institutions

118

Shares Held

4.91M

Call Options Held

Put Options Held

Advisor Group Holdings, Inc. Phoenix, AZ

448K
Shares

$20.9 Million
0.05% of portfolio
Envestnet Asset Management Inc

393K
Shares

$18.3 Million
0.01% of portfolio
Cwm, LLC

323K
Shares

$15 Million
0.06% of portfolio
Cetera Investment Advisers Schaumburg, IL

255K
Shares

$11.9 Million
0.03% of portfolio
Commonwealth Equity Services, LLC

220K
Shares

$10.3 Million
0.01% of portfolio

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About FIRST TR ETF VIII CBOE VEST US

Ticker FSEP
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