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

Comprehensive Financial Consultants Institutional, Inc.

$243 Million
Q2 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

1.5M

Call Options Held

Put Options Held

Commonwealth Equity Services, LLC

118K
Shares

$4.13 Million
0.01% of portfolio
Mgo One Seven LLC Beachwood, OH

115K
Shares

$4.04 Million
0.19% of portfolio
Brookstone Capital Management

109K
Shares

$3.82 Million
0.07% of portfolio
Milestone Asset Management, LLC Pittsburgh, PA

97.1K
Shares

$3.4 Million
0.83% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

89.8K
Shares

$3.14 Million
0.34% of portfolio

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About INNOVATOR U.S. EQUITY ULTRA BU

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