Comprehensive Financial Consultants Institutional, Inc. Invesco Exchange Traded Fd Tr Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$291 Million
Q3 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$56.78 - $71.43 $13,059 - $16,428	-230 Closed	0 $0
Q4 2021 Mar 10, 2022	BUY	$66.16 - $77.31 $15,216 - $17,781	230 New	230 $13,000

Others Institutions Holding PBE

# of Institutions

113

Shares Held

1.36M

Call Options Held

Put Options Held

Gerber Kawasaki Wealth & Investment Management

254K
Shares

$18.1 Million
0.64% of portfolio
Morgan Stanley New York, NY

191K
Shares

$13.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

76.9K
Shares

$5.48 Million
0.0% of portfolio
Ubs Group Ag

76K
Shares

$5.41 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

71.9K
Shares

$5.12 Million
0.0% of portfolio

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