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 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

1.26M

Call Options Held

Put Options Held

Commonwealth Equity Services, LLC

324K
Shares

$11.5 Million
0.02% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

160K
Shares

$5.68 Million
0.47% of portfolio
Kestra Advisory Services, LLC

61.3K
Shares

$2.17 Million
0.01% of portfolio
Kfg Wealth Management, LLC Granger, IN

50.4K
Shares

$1.78 Million
0.51% of portfolio
Lpl Financial LLC Fort Mill, SC

44.2K
Shares

$1.56 Million
0.0% of portfolio

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About INNOVATOR U.S. EQUITY ULTRA BU

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