Comprehensive Financial Consultants Institutional, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$259 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$455.1 - $504.28 $388,655 - $430,655	854 New	854 $427,000
Q2 2022 Aug 09, 2022	SELL	$337.07 - $419.85 $5,393 - $6,717	-16 Reduced 1.95%	804 $281,000
Q1 2022 May 11, 2022	BUY	$382.7 - $439.25 $17,221 - $19,766	45 Added 5.81%	820 $310,000
Q4 2021 Mar 10, 2022	BUY	$394.21 - $439.01 $305,512 - $340,232	775 New	775 $311,000

Others Institutions Holding VOO

# of Institutions

3,150

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

Vanguard Group Inc Valley Forge, PA

30M
Shares

$16.6 Billion
0.29% of portfolio
Jpmorgan Chase & CO New York, NY

23.9M
Shares

$13.2 Billion
1.04% of portfolio
Bank Of America Corp Charlotte, NC

23.4M
Shares

$13 Billion
1.04% of portfolio
Raymond James & Associates St Petersburg, FL

23.4M
Shares

$12.9 Billion
7.64% of portfolio
Morgan Stanley New York, NY

22M
Shares

$12.2 Billion
0.86% of portfolio

View Full List

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