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

Comprehensive Financial Consultants Institutional, Inc.

$231 Million
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$26.19 - $27.78 $10,004 - $10,611	382 Added 2.24%	17,464 $461,000
Q4 2021 Mar 10, 2022	BUY	$27.82 - $28.53 $475,221 - $487,349	17,082 New	17,082 $477,000

Others Institutions Holding UOCT

# of Institutions

Shares Held

1.32M

Call Options Held

Put Options Held

Commonwealth Equity Services, LLC

333K
Shares

$11.4 Million
0.02% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

108K
Shares

$3.7 Million
0.43% of portfolio
Kestra Advisory Services, LLC

62.1K
Shares

$2.13 Million
0.01% of portfolio
Kfg Wealth Management, LLC Granger, IN

49.2K
Shares

$1.69 Million
0.74% of portfolio
Brookstone Capital Management

47.8K
Shares

$1.64 Million
0.03% of portfolio

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