Comprehensive Financial Consultants Institutional, Inc. Spdr Portfolio Long Term Treas 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	$36.82 - $41.14 $8,100 - $9,050	-220 Closed	0 $0
Q4 2021 Mar 10, 2022	BUY	$40.52 - $43.72 $8,914 - $9,618	220 New	220 $8,000

Others Institutions Holding SPTL

# of Institutions

463

Shares Held

355M

Call Options Held

264K

Put Options Held

19K

State Street Corp Boston, MA

54.9M
Shares

$1.45 Billion
0.07% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

47.9M
Shares

$1.26 Billion
0.57% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

43.1M
Shares

$1.14 Billion
2.57% of portfolio
Bank Of America Corp Charlotte, NC

16.8M
Shares

$443 Million
0.04% of portfolio
Envestnet Asset Management Inc

14.8M
Shares

$392 Million
0.14% of portfolio

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