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
Q3 2023 Nov 13, 2023	SELL	$28.2 - $28.95 $29,863 - $30,658	-1,059 Reduced 1.52%	68,422 $1.94 Million
Q2 2023 Jul 24, 2023	BUY	$27.18 - $28.59 $1.89 Million - $1.99 Million	69,481 New	69,481 $1.99 Million

Others Institutions Holding UJUN

# of Institutions

Shares Held

2.08M

Call Options Held

Put Options Held

Brookstone Capital Management

584K
Shares

$19.8 Million
0.32% of portfolio
Berger Financial Group, Inc Plymouth, MN

276K
Shares

$9.37 Million
0.78% of portfolio
Kfg Wealth Management, LLC Granger, IN

210K
Shares

$7.15 Million
2.03% of portfolio
Trek Financial, LLC Scottsdale, AZ

163K
Shares

$5.55 Million
0.44% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

112K
Shares

$3.81 Million
0.32% of portfolio

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UJUN
Sector ETFs
Industry ETFs

More about UJUN

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