Comprehensive Financial Consultants Institutional, Inc. First Exc Trd Viii Cboe Vest U Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$231 Million
Q1 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 19, 2023	BUY	$30.08 - $31.14 $14,829 - $15,352	493 Added 3.54%	14,410 $448,000
Q4 2022 Jan 30, 2023	SELL	$30.24 - $30.83 $37,648 - $38,383	-1,245 Reduced 8.21%	13,917 $422,000
Q3 2022 Nov 14, 2022	SELL	N/A	-1,528 Reduced 9.16%	15,162 $456,000
Q4 2021 Mar 10, 2022	BUY	N/A	16,690 New	16,690 $539,000

Others Institutions Holding DJAN

# of Institutions

Shares Held

4.38M

Call Options Held

Put Options Held

Brookstone Capital Management

472K
Shares

$17.6 Million
0.34% of portfolio
Spectrum Asset Management, Inc.

368K
Shares

$13.8 Million
5.84% of portfolio
Envestnet Asset Management Inc

363K
Shares

$13.6 Million
0.0% of portfolio
Ifp Advisors, Inc

355K
Shares

$13.3 Million
0.6% of portfolio
Advisory Services Network, LLC

215K
Shares

$8.02 Million
0.18% of portfolio

View Full List

About FIRST EXC-TRD VIII CBOE VEST U

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