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

Comprehensive Financial Consultants Institutional, Inc.

$259 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 30, 2023	BUY	$27.24 - $28.12 $8,934 - $9,223	328 Added 2.49%	13,520 $370,000
Q4 2021 Mar 10, 2022	BUY	$29.61 - $30.3 $390,615 - $399,717	13,192 New	13,192 $388,000

Others Institutions Holding UDEC

# of Institutions

Shares Held

1.36M

Call Options Held

Put Options Held

Brookstone Capital Management

108K
Shares

$3.84 Million
0.06% of portfolio
Mgo One Seven LLC Beachwood, OH

98.9K
Shares

$3.5 Million
0.15% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

96.6K
Shares

$3.42 Million
0.29% of portfolio
Milestone Asset Management, LLC Pittsburgh, PA

96.1K
Shares

$3.4 Million
0.75% of portfolio
Commonwealth Equity Services, LLC

93.7K
Shares

$3.32 Million
0.0% of portfolio

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About INNOVATOR U.S. EQUITY ULTRA BU

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