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

Comprehensive Financial Consultants Institutional, Inc.

$259 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	BUY	$25.91 - $27.4 $91,462 - $96,722	3,530 Added 20.28%	20,933 $545,000
Q1 2022 May 11, 2022	BUY	$27.17 - $28.22 $196,384 - $203,974	7,228 Added 71.04%	17,403 $469,000
Q4 2021 Mar 10, 2022	BUY	$27.5 - $28.0 $279,812 - $284,900	10,175 New	10,175 $282,000

Others Institutions Holding UFEB

# of Institutions

Shares Held

1.19M

Call Options Held

Put Options Held

Truist Financial Corp

125K
Shares

$4.07 Million
0.01% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

102K
Shares

$3.34 Million
0.28% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

78.5K
Shares

$2.56 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

75.1K
Shares

$2.45 Million
0.0% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

58.7K
Shares

$1.92 Million
0.09% of portfolio

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