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
VLO
Valero Energy Corp

Energy
Q1 2022 Filed on May 11, 2022
100
$77.14 - $101.54 $7.71K - $10.2K
TRMB
Trimble Inc.

Technology
Q1 2022 Filed on May 11, 2022
14
$63.54 - $86.68 $890 - $1.21K
UBER
Uber Technologies, Inc

Technology
Q1 2022 Filed on May 11, 2022
35
$28.57 - $44.42 $1K - $1.55K
UAL
United Airlines Holdings, Inc.

Industrials
Q1 2022 Filed on May 11, 2022
230
$31.2 - $50.48 $7.18K - $11.6K
UBCP
United Bancorp Inc

Financial Services
Q1 2022 Filed on May 11, 2022
252
$16.51 - $18.38 $4.16K - $4.63K
U
Unity Software Inc.

Technology
Q1 2022 Filed on May 11, 2022
13
$74.35 - $138.65 $967 - $1.8K
UPST
Upstart Holdings, Inc.

Financial Services
Q1 2022 Filed on May 11, 2022
6
$89.34 - $157.99 $536 - $948
USB
Us Bancorp \De\

Financial Services
Q1 2022 Filed on May 11, 2022
1,270
$52.65 - $63.25 $66.9K - $80.3K
MTN
Vail Resorts Inc

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
3
$224.5 - $321.97 $674 - $966
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q1 2022 Filed on May 11, 2022
199
$49.53 - $52.66 $9.86K - $10.5K
VNQ
Vanguard Specialized Funds Van

ETFs
Q1 2022 Filed on May 11, 2022
905
$99.96 - $115.1 $90.5K - $104K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q1 2022 Filed on May 11, 2022
21
$77.77 - $81.19 $1.63K - $1.7K
WEN
Wendy'S CO

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
3,174
$20.94 - $24.07 $66.5K - $76.4K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
Q1 2022 Filed on May 11, 2022
540
$11.45 - $13.17 $6.18K - $7.11K
EPI
Wisdomtree Tr India Earnings F

ETFs
Q1 2022 Filed on May 11, 2022
760
$33.04 - $38.88 $25.1K - $29.5K
WOLF
Wolfspeed, Inc.

Technology
Q1 2022 Filed on May 11, 2022
25
$86.46 - $121.7 $2.16K - $3.04K
XEL
Xcel Energy Inc

Utilities
Q1 2022 Filed on May 11, 2022
157
$64.83 - $72.32 $10.2K - $11.4K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
26
$108.42 - $129.58 $2.82K - $3.37K
ZTS
Zoetis Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
7
$181.39 - $234.03 $1.27K - $1.64K
WFC
Wells Fargo & Company

Financial Services
Q1 2022 Filed on May 11, 2022
2,305
$45.81 - $59.06 $106K - $136K
WEC
Wec Energy Group, Inc.

Utilities
Q1 2022 Filed on May 11, 2022
107
$88.34 - $100.29 $9.45K - $10.7K
WBS
Webster Financial Corp

Financial Services
Q1 2022 Filed on May 11, 2022
403
$52.19 - $64.34 $21K - $25.9K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
Q1 2022 Filed on May 11, 2022
72
$115.65 - $134.15 $8.33K - $9.66K
VFVA
Vanguard Wellington Fd U S Val

ETFs
Q1 2022 Filed on May 11, 2022
264
$101.78 - $109.95 $26.9K - $29K
VEEV
Veeva Systems Inc

Healthcare
Q1 2022 Filed on May 11, 2022
5
$170.79 - $256.31 $854 - $1.28K
VRTV
Veritiv Corp

Industrials
Q1 2022 Filed on May 11, 2022
5
$87.03 - $139.9 $435 - $700
VRTX
Vertex Pharmaceuticals Inc

Healthcare
Q1 2022 Filed on May 11, 2022
10
$221.42 - $260.97 $2.21K - $2.61K
VTRS
Viatris Inc

Healthcare
Q1 2022 Filed on May 11, 2022
524
$9.81 - $15.4 $5.14K - $8.07K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q1 2022 Filed on May 11, 2022
23
$87.31 - $99.58 $2.01K - $2.29K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
120
$44.77 - $54.33 $5.37K - $6.52K
ZS
Zscaler, Inc.

Technology
Q1 2022 Filed on May 11, 2022
8
$189.53 - $301.83 $1.52K - $2.41K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
138
$524.0 - $644.92 $72.3K - $89K
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q1 2022 Filed on May 11, 2022
195
$52.72 - $55.84 $10.3K - $10.9K
SJM
J M Smucker CO

Consumer Defensive
Q1 2022 Filed on May 11, 2022
3
$126.32 - $145.35 $379 - $436
SNAP
Snap Inc

Communication Services
Q1 2022 Filed on May 11, 2022
64
$24.5 - $46.59 $1.57K - $2.98K
SNOW
Snowflake Inc.

Technology
Q1 2022 Filed on May 11, 2022
7
$166.75 - $332.01 $1.17K - $2.32K
SOFI
So Fi Technologies, Inc.

Financial Services
Q1 2022 Filed on May 11, 2022
620
$7.93 - $15.68 $4.92K - $9.72K
LUV
Southwest Airlines CO

Industrials
Q1 2022 Filed on May 11, 2022
1,055
$37.19 - $47.42 $39.2K - $50K
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q1 2022 Filed on May 11, 2022
20
$71.53 - $82.66 $1.43K - $1.65K
EBND
Spdr Bloomberg Emerging Market

ETFs
Q1 2022 Filed on May 11, 2022
21
$22.05 - $24.55 $463 - $516
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q1 2022 Filed on May 11, 2022
110
$30.36 - $30.62 $3.34K - $3.37K
SHW
Sherwin Williams CO

Basic Materials
Q1 2022 Filed on May 11, 2022
72
$233.59 - $339.12 $16.8K - $24.4K
NOW
Service Now, Inc.

Technology
Q1 2022 Filed on May 11, 2022
19
$484.42 - $630.14 $9.2K - $12K
SMG
Scotts Miracle Gro CO

Basic Materials
Q1 2022 Filed on May 11, 2022
1,665
$111.87 - $164.92 $186K - $275K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q1 2022 Filed on May 11, 2022
73
$33.67 - $39.47 $2.46K - $2.88K
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q1 2022 Filed on May 11, 2022
108
$34.89 - $41.24 $3.77K - $4.45K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q1 2022 Filed on May 11, 2022
300
$49.15 - $56.85 $14.7K - $17.1K
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q1 2022 Filed on May 11, 2022
49
$49.51 - $57.27 $2.43K - $2.81K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q1 2022 Filed on May 11, 2022
113
$70.66 - $80.89 $7.98K - $9.14K
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