Comprehensive Financial Consultants Institutional, Inc. First Ex Tr Fd Ft Cboe Vest Us Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$254 Million
Q4 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 24, 2024	SELL	$29.63 - $32.36 $38,844 - $42,423	-1,311 Reduced 1.8%	71,594 $2.32 Million
Q3 2023 Nov 13, 2023	SELL	$30.25 - $31.11 $157,481 - $161,958	-5,206 Reduced 6.66%	72,905 $2.21 Million
Q2 2023 Jul 24, 2023	SELL	$29.22 - $30.74 $274,784 - $289,078	-9,404 Reduced 10.75%	78,111 $2.4 Million
Q1 2023 Apr 19, 2023	SELL	$29.36 - $30.29 $56,195 - $57,975	-1,914 Reduced 2.14%	87,515 $2.6 Million
Q4 2022 Jan 30, 2023	BUY	$28.64 - $30.22 $5,670 - $5,983	198 Added 0.22%	89,429 $2.63 Million
Q3 2022 Nov 14, 2022	BUY	$28.61 - $31.05 $1.66 Million - $1.8 Million	57,958 Added 185.33%	89,231 $2.58 Million
Q2 2022 Aug 09, 2022	BUY	$28.69 - $31.93 $897,222 - $998,546	31,273 New	31,273 $916,000

Others Institutions Holding DAPR

# of Institutions

Shares Held

2.55M

Call Options Held

Put Options Held

Raymond James & Associates St Petersburg, FL

234K
Shares

$8.44 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

169K
Shares

$6.09 Million
0.01% of portfolio
Mutual Advisors, LLC Casper, WY

141K
Shares

$5.08 Million
0.15% of portfolio
Hartford Financial Management Inc.

139K
Shares

$5.02 Million
1.12% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

124K
Shares

$4.48 Million
0.01% of portfolio

View Full List

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