Zimmermann Investment Management & Planning LLC Ft Exch Trd Fd Viii Cboe Vest Transaction History

Zimmermann Investment Management & Planning LLC

$287 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 22, 2024	SELL	$32.53 - $35.17 $29,537 - $31,934	-908 Reduced 7.02%	12,023 $422,000
Q3 2023 Oct 31, 2023	BUY	$33.08 - $33.86 $7,012 - $7,178	212 Added 1.67%	12,931 $428,000
Q2 2023 Jul 13, 2023	BUY	$32.14 - $33.45 $408,788 - $425,450	12,719 New	12,719 $425,000

Others Institutions Holding XJUN

# of Institutions

Shares Held

3.18M

Call Options Held

Put Options Held

Cetera Investment Advisers Schaumburg, IL

433K
Shares

$16.7 Million
0.04% of portfolio
Kestra Advisory Services, LLC

423K
Shares

$16.3 Million
0.09% of portfolio
Commonwealth Equity Services, LLC

299K
Shares

$11.5 Million
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

264K
Shares

$10.2 Million
0.02% of portfolio
Sequent Planning LLC Omaha, NE

227K
Shares

$8.77 Million
2.98% of portfolio

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