Comprehensive Financial Consultants Institutional, Inc. Innovator U.S. Equity Ultra Bu Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$243 Million
Q2 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 24, 2024	SELL	$25.15 - $27.45 $47,860 - $52,237	-1,903 Reduced 2.23%	83,565 $2.29 Million
Q3 2023 Nov 13, 2023	SELL	$25.68 - $26.39 $169,770 - $174,464	-6,611 Reduced 7.18%	85,468 $2.2 Million
Q2 2023 Jul 24, 2023	SELL	$24.84 - $26.07 $296,341 - $311,015	-11,930 Reduced 11.47%	92,079 $2.4 Million
Q1 2023 Apr 19, 2023	SELL	$24.75 - $25.12 $67,938 - $68,954	-2,745 Reduced 2.57%	104,009 $2.59 Million
Q4 2022 Jan 30, 2023	SELL	$24.29 - $25.17 $2,720 - $2,819	-112 Reduced 0.1%	106,754 $2.65 Million
Q3 2022 Nov 14, 2022	BUY	$24.26 - $25.89 $1.78 Million - $1.89 Million	73,172 Added 217.17%	106,866 $2.61 Million
Q2 2022 Aug 09, 2022	BUY	$24.21 - $26.56 $815,731 - $894,912	33,694 New	33,694 $829,000

Others Institutions Holding UAPR

# of Institutions

Shares Held

4.82M

Call Options Held

Put Options Held

Kellett Schaffner Wealth Advisors LLC Cincinnati, OH

932K
Shares

$28 Million
21.84% of portfolio
Brookstone Capital Management

644K
Shares

$19.4 Million
0.35% of portfolio
Ae Wealth Management LLC

316K
Shares

$9.51 Million
0.1% of portfolio
Tradition Wealth Management, LLC

298K
Shares

$8.97 Million
0.88% of portfolio
Commonwealth Equity Services, LLC

283K
Shares

$8.51 Million
0.01% of portfolio

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