Zimmermann Investment Management & Planning LLC First Trust Rising Dividend Ac Transaction History

Zimmermann Investment Management & Planning LLC

$287 Million
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 25, 2023	SELL	$42.66 - $48.92 $6,228 - $7,142	-146 Reduced 2.56%	5,559 $249,000
Q4 2022 Jan 20, 2023	SELL	$39.34 - $47.06 $579,084 - $692,723	-14,720 Reduced 72.07%	5,705 $0
Q3 2022 Nov 01, 2022	SELL	$38.88 - $46.42 $4.38 Million - $5.22 Million	-112,549 Reduced 84.64%	20,425 $794,000
Q2 2022 Jul 28, 2022	SELL	$40.42 - $49.12 $2.2 Million - $2.68 Million	-54,477 Reduced 29.06%	132,974 $5.44 Million
Q1 2022 Apr 18, 2022	BUY	$46.62 - $52.79 $1.19 Million - $1.35 Million	25,628 Added 15.84%	187,451 $9.19 Million
Q4 2021 Feb 03, 2022	BUY	$47.66 - $52.06 $7.71 Million - $8.42 Million	161,823 New	161,823 $8.38 Million

Others Institutions Holding RDVY

# of Institutions

611

Shares Held

154M

Call Options Held

100

Put Options Held

Lpl Financial LLC Fort Mill, SC

20.3M
Shares

$1.22 Billion
0.55% of portfolio
Morgan Stanley New York, NY

15.5M
Shares

$928 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

8.68M
Shares

$521 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$422 Million
0.57% of portfolio
International Assets Investment Management, LLC Orlando, FL

6.8M
Shares

$408 Million
0.31% of portfolio

View Full List

About FIRST TRUST RISING DIVIDEND AC

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