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

Comprehensive Financial Consultants Institutional, Inc.

$259 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 30, 2023	SELL	$29.2 - $29.73 $23,301 - $23,724	-798 Reduced 1.33%	59,111 $1.76 Million
Q3 2022 Nov 14, 2022	BUY	$29.07 - $30.0 $121,280 - $125,160	4,172 Added 7.49%	59,909 $1.76 Million
Q2 2022 Aug 09, 2022	BUY	$28.85 - $31.09 $109,168 - $117,644	3,784 Added 7.28%	55,737 $1.62 Million
Q1 2022 May 11, 2022	BUY	$29.97 - $31.65 $222,916 - $235,412	7,438 Added 16.71%	51,953 $1.55 Million
Q4 2021 Mar 10, 2022	BUY	$31.09 - $31.61 $1.38 Million - $1.41 Million	44,515 New	44,515 $1.36 Million

Others Institutions Holding UJAN

# of Institutions

Shares Held

2.67M

Call Options Held

Put Options Held

Fermata Advisors, LLC Sonoma, CA

560K
Shares

$21.6 Million
4.4% of portfolio
Commonwealth Equity Services, LLC

200K
Shares

$7.73 Million
0.01% of portfolio
Strategic Blueprint, LLC Atlanta, GA

160K
Shares

$6.18 Million
0.41% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

157K
Shares

$6.05 Million
0.51% of portfolio
Mgo One Seven LLC Beachwood, OH

115K
Shares

$4.43 Million
0.19% of portfolio

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UJAN
Sector ETFs
Industry ETFs

More about UJAN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Comprehensive Financial Consultants Institutional, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Financial Consultants Institutional, Inc. with notifications on news.

Account