Comprehensive Financial Consultants Institutional, Inc. Vanguard Mega Cap Value 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	$101.98 - $109.31 $1,631 - $1,748	-16 Closed	0 $0
Q4 2021 Mar 10, 2022	BUY	$98.51 - $106.97 $1,576 - $1,711	16 New	16 $1,000

Others Institutions Holding MGV

# of Institutions

443

Shares Held

47.7M

Call Options Held

10.6K

Put Options Held

300

Assetmark, Inc

14M
Shares

$1.75 Billion
5.14% of portfolio
Bank Of America Corp Charlotte, NC

3.75M
Shares

$470 Million
0.04% of portfolio
Morgan Stanley New York, NY

2.81M
Shares

$353 Million
0.03% of portfolio
Lincoln National Corp

1.93M
Shares

$242 Million
7.96% of portfolio
Ubs Group Ag

1.8M
Shares

$226 Million
0.05% of portfolio

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