Comprehensive Financial Consultants Institutional, Inc. Closed Holding Positions

Comprehensive Financial Consultants Institutional, Inc.

  • $291 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
SYF
Synchrony Financial

Financial Services
Q2 2022 Filed on Aug 09, 2022
26,385
$27.62 - $40.7 $729K - $1.07M
FWRD
Forward Air Corp

Industrials
Q2 2022 Filed on Aug 09, 2022
2,171
$84.99 - $102.58 $185K - $223K
AAP
Advance Auto Parts Inc

Consumer Cyclical
Q2 2022 Filed on Aug 09, 2022
1,048
$165.45 - $228.02 $173K - $239K
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
Q2 2022 Filed on Aug 09, 2022
8,042
$24.47 - $25.06 $197K - $202K
PMCB
Pharma Cyte Biotech, Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
14
$1.91 - $2.77 $26.7 - $38.8
PSX
Phillips 66

Energy
Q1 2022 Filed on May 11, 2022
642
$75.34 - $93.2 $48.4K - $59.8K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q1 2022 Filed on May 11, 2022
82
$100.7 - $108.94 $8.26K - $8.93K
PDI
Pimco Dynamic Income Fund

Financial Services
Q1 2022 Filed on May 11, 2022
5
$22.11 - $26.52 $111 - $133
PING
Ping Identity Holding Corp.

Technology
Q1 2022 Filed on May 11, 2022
610
$18.38 - $27.43 $11.2K - $16.7K
PNW
Pinnacle West Capital Corp

Utilities
Q1 2022 Filed on May 11, 2022
730
$67.38 - $78.1 $49.2K - $57K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q1 2022 Filed on May 11, 2022
8
$178.7 - $226.45 $1.43K - $1.81K
POOL
Pool Corp

Industrials
Q1 2022 Filed on May 11, 2022
3
$415.42 - $550.25 $1.25K - $1.65K
PENN
Penn National Gaming Inc

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
16
$40.3 - $51.35 $645 - $822
ONVO
Organovo Holdings, Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
210
$2.74 - $4.41 $575 - $926
O'Shares U.S. Quality Dividend ETF
Q1 2022 Filed on May 11, 2022
4,557
N/A
O'Shares U.S. Small Cap Quality Dividend ETF
Q1 2022 Filed on May 11, 2022
541
N/A
OSG
Overseas Shipholding Group Inc

Energy
Q1 2022 Filed on May 11, 2022
9
$1.73 - $2.19 $15.6 - $19.7
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2022 Filed on May 11, 2022
407
$93.61 - $194.94 $38.1K - $79.3K
PLTR
Palantir Technologies Inc.

Technology
Q1 2022 Filed on May 11, 2022
64
$10.43 - $18.53 $668 - $1.19K
PZZA
Papa Johns International Inc

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
100
$94.17 - $133.14 $9.42K - $13.3K
PH
Parker Hannifin Corp

Industrials
Q1 2022 Filed on May 11, 2022
83
$270.98 - $327.89 $22.5K - $27.2K
PAYC
Paycom Software, Inc.

Technology
Q1 2022 Filed on May 11, 2022
23
$294.58 - $404.94 $6.78K - $9.31K
PPL
Ppl Corp

Utilities
Q1 2022 Filed on May 11, 2022
120
$25.45 - $30.25 $3.05K - $3.63K
CSM
Proshares Large Cap Core Plus

ETFs
Q1 2022 Filed on May 11, 2022
52
$49.69 - $55.92 $2.58K - $2.91K
ROKU
Roku, Inc

Communication Services
Q1 2022 Filed on May 11, 2022
4
$100.69 - $233.19 $403 - $933
RMO
Romeo Power, Inc.

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
180
$1.33 - $3.77 $239 - $679
BETZ
Listed Fds Trroundhill Sports
Q1 2022 Filed on May 11, 2022
85
N/A
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q1 2022 Filed on May 11, 2022
30
$25.61 - $30.82 $768 - $925
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q1 2022 Filed on May 11, 2022
47
$26.69 - $33.2 $1.25K - $1.56K
FNDF
Schwab Fundamental Intl Large

ETFs
Q1 2022 Filed on May 11, 2022
123
$29.7 - $34.12 $3.65K - $4.2K
FNDC
Schwab Fundamental Intl Small

ETFs
Q1 2022 Filed on May 11, 2022
45
$33.24 - $38.0 $1.5K - $1.71K
FNDX
Schwab Fundamental U S Large C

ETFs
Q1 2022 Filed on May 11, 2022
122
$55.41 - $59.9 $6.76K - $7.31K
ROK
Rockwell Automation, Inc

Industrials
Q1 2022 Filed on May 11, 2022
91
$256.35 - $343.1 $23.3K - $31.2K
RBLX
Roblox Corp

Communication Services
Q1 2022 Filed on May 11, 2022
40
$36.68 - $98.81 $1.47K - $3.95K
RMR
Rmr Group Inc.

Real Estate
Q1 2022 Filed on May 11, 2022
83
$28.61 - $36.05 $2.37K - $2.99K
SSO
Proshares Ultra S&P 500

ETFs
Q1 2022 Filed on May 11, 2022
720
$55.62 - $74.05 $40K - $53.3K
PCYO
Pure Cycle Corp

Utilities
Q1 2022 Filed on May 11, 2022
219
$11.51 - $14.54 $2.52K - $3.18K
QRVO
Qorvo, Inc.

Technology
Q1 2022 Filed on May 11, 2022
10
$118.61 - $160.45 $1.19K - $1.6K
DGX
Quest Diagnostics Inc

Healthcare
Q1 2022 Filed on May 11, 2022
292
$129.09 - $164.35 $37.7K - $48K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
18
$595.12 - $698.43 $10.7K - $12.6K
REZI
Resideo Technologies, Inc.

Industrials
Q1 2022 Filed on May 11, 2022
829
$22.86 - $26.77 $19K - $22.2K
RMD
Resmed Inc

Healthcare
Q1 2022 Filed on May 11, 2022
105
$216.12 - $261.47 $22.7K - $27.5K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
28
$35.83 - $102.72 $1K - $2.88K
FNDA
Schwab Fundamental U S Small C

ETFs
Q1 2022 Filed on May 11, 2022
76
$50.55 - $56.5 $3.84K - $4.29K
OGN
Organon & Co.

Healthcare
Q1 2022 Filed on May 11, 2022
344
$30.45 - $39.36 $10.5K - $13.5K
K
Kellogg CO

Consumer Defensive
Q1 2022 Filed on May 11, 2022
610
$59.85 - $67.53 $36.5K - $41.2K
LCTX
Lineage Cell Therapeutics, Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
5
$1.21 - $2.48 $6.05 - $12.4
CNCR
ETF Ser Solutions Loncar Cance

ETFs
Q1 2022 Filed on May 11, 2022
57
$16.41 - $24.15 $935 - $1.38K
MNKD
Mannkind Corp

Healthcare
Q1 2022 Filed on May 11, 2022
41
$2.62 - $4.45 $107 - $182
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