Comprehensive Financial Consultants Institutional, Inc. Closed Holding Positions

Comprehensive Financial Consultants Institutional, Inc.

  • $259 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MGK
Vanguard Mega Cap Growth ETF

ETFs
Q1 2022 Filed on May 11, 2022
3
$207.26 - $263.47 $622 - $790
MGV
Vanguard Mega Cap Value

ETFs
Q1 2022 Filed on May 11, 2022
16
$101.98 - $109.31 $1.63K - $1.75K
IDX
Vaneck ETF Tr Indonesia Index

ETFs
Q1 2022 Filed on May 11, 2022
585
$19.49 - $21.31 $11.4K - $12.5K
VLO
Valero Energy Corp

Energy
Q1 2022 Filed on May 11, 2022
100
$77.14 - $101.54 $7.71K - $10.2K
TRV
Travelers Companies, Inc.

Financial Services
Q1 2022 Filed on May 11, 2022
8
$155.75 - $187.75 $1.25K - $1.5K
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
WFC
Wells Fargo & Company

Financial Services
Q1 2022 Filed on May 11, 2022
2,305
$45.81 - $59.06 $106K - $136K
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
World Gold Tr Spdr Gold Minishares Tr New
Q1 2022 Filed on May 11, 2022
84
N/A
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
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
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q1 2022 Filed on May 11, 2022
21
$77.77 - $81.19 $1.63K - $1.7K
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
TXN
Texas Instruments Inc

Technology
Q1 2022 Filed on May 11, 2022
57
$162.47 - $191.01 $9.26K - $10.9K
FNDA
Schwab Fundamental U S Small C

ETFs
Q1 2022 Filed on May 11, 2022
76
$50.55 - $56.5 $3.84K - $4.29K
SHW
Sherwin Williams CO

Basic Materials
Q1 2022 Filed on May 11, 2022
72
$233.59 - $339.12 $16.8K - $24.4K
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
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
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q1 2022 Filed on May 11, 2022
195
$52.72 - $55.84 $10.3K - $10.9K
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