Comprehensive Financial Consultants Institutional, Inc. Invesco Exc Self Ind Tr Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$258 Million
Q1 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$17.57 - $19.22 $13,195 - $14,434	-751 Closed	0 $0
Q4 2021 Mar 10, 2022	BUY	$19.13 - $19.62 $14,366 - $14,734	751 New	751 $13,000

Others Institutions Holding BSCU

# of Institutions

213

Shares Held

78.9M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

7.45M
Shares

$124 Million
1.38% of portfolio
Morgan Stanley New York, NY

5.32M
Shares

$88.5 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

4.49M
Shares

$74.7 Million
0.03% of portfolio
Lido Advisors, LLC Los Angeles, CA

4.16M
Shares

$69.3 Million
0.29% of portfolio
Tru Wealth Advisors, LLC

3.4M
Shares

$56.5 Million
3.61% of portfolio

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