Comprehensive Financial Consultants Institutional, Inc. Ishares Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$259 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$17.57 - $21.52 $73,969 - $90,599	-4,210 Closed	0 $0
Q4 2021 Mar 10, 2022	BUY	$20.44 - $25.79 $86,052 - $108,575	4,210 New	4,210 $81,000

Others Institutions Holding ICLN

# of Institutions

560

Shares Held

45.7M

Call Options Held

4.51M

Put Options Held

5.26M

Bank Of America Corp Charlotte, NC

6.39M
Shares

$74.4 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.26M
Shares

$37.9 Million
0.0% of portfolio
Ubs Group Ag

2.72M
Shares

$31.7 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

1.65M
Shares

$19.2 Million
0.0% of portfolio
Total Wealth Planning, LLC

1.51M
Shares

$17.6 Million
3.66% of portfolio

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