Comprehensive Financial Consultants Institutional, Inc. Spdr Portfolio S&P 500 Value E 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	$39.54 - $42.64 $9,331 - $10,063	-236 Closed	0 $0
Q4 2021 Mar 10, 2022	BUY	$39.14 - $42.04 $9,237 - $9,921	236 New	236 $9,000

Others Institutions Holding SPYV

# of Institutions

1,009

Shares Held

407M

Call Options Held

356K

Put Options Held

41.6K

Financial Engines Advisors L.L.C. Santa Clara, CA

76.7M
Shares

$4.19 Billion
8.32% of portfolio
Lpl Financial LLC Fort Mill, SC

39.2M
Shares

$2.14 Billion
0.95% of portfolio
Allworth Financial LP

20.3M
Shares

$1.11 Billion
6.66% of portfolio
Envestnet Asset Management Inc

12.6M
Shares

$687 Million
0.22% of portfolio
Morgan Stanley New York, NY

9.59M
Shares

$524 Million
0.04% of portfolio

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