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
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q1 2022 Filed on May 11, 2022
22
$22.75 - $26.16 $501 - $576
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q1 2022 Filed on May 11, 2022
76
$44.42 - $51.73 $3.38K - $3.93K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q1 2022 Filed on May 11, 2022
111
$59.94 - $62.99 $6.65K - $6.99K
XLY
Select Sector Spdr Consumer Di

ETFs
Q1 2022 Filed on May 11, 2022
1,159
$163.19 - $210.31 $189K - $244K
GLD
Spdr Gold Trust

ETFs
Q1 2022 Filed on May 11, 2022
623
$166.99 - $191.51 $104K - $119K
XLB
Select Sector Spdr Fd Material

ETFs
Q1 2022 Filed on May 11, 2022
1,803
$79.77 - $90.53 $144K - $163K
STLD
Steel Dynamics Inc

Basic Materials
Q1 2022 Filed on May 11, 2022
300
$52.45 - $89.49 $15.7K - $26.8K
RGR
Sturm Ruger & CO Inc

Industrials
Q1 2022 Filed on May 11, 2022
691
$64.34 - $74.37 $44.5K - $51.4K
SLVM
Sylvamo Corp

Basic Materials
Q1 2022 Filed on May 11, 2022
152
$27.44 - $39.78 $4.17K - $6.05K
TDOC
Teladoc Health, Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
8
$50.79 - $95.08 $406 - $761
TFX
Teleflex Inc

Healthcare
Q1 2022 Filed on May 11, 2022
42
$295.56 - $354.83 $12.4K - $14.9K
TDF
Templeton Dragon Fund Inc

Financial Services
Q1 2022 Filed on May 11, 2022
215
$11.93 - $17.17 $2.56K - $3.69K
TEN
Tenneco Inc

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
500
$9.65 - $19.35 $4.83K - $9.68K
TER
Teradyne, Inc

Technology
Q1 2022 Filed on May 11, 2022
18
$105.57 - $166.38 $1.9K - $2.99K
SBUX
Starbucks Corp

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
80
$79.29 - $116.68 $6.34K - $9.33K
SWK
Stanley Black & Decker, Inc.

Industrials
Q1 2022 Filed on May 11, 2022
10
$138.32 - $195.42 $1.38K - $1.95K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q1 2022 Filed on May 11, 2022
184
$31.42 - $36.91 $5.78K - $6.79K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q1 2022 Filed on May 11, 2022
115
$35.69 - $43.02 $4.1K - $4.95K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
Q1 2022 Filed on May 11, 2022
378
$26.79 - $30.98 $10.1K - $11.7K
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q1 2022 Filed on May 11, 2022
220
$36.82 - $41.14 $8.1K - $9.05K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
Q1 2022 Filed on May 11, 2022
4
$48.98 - $56.19 $196 - $225
SPYG
Spdr Portfolio

ETFs
Q1 2022 Filed on May 11, 2022
246
$59.17 - $73.03 $14.6K - $18K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
Q1 2022 Filed on May 11, 2022
236
$39.54 - $42.64 $9.33K - $10.1K
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q1 2022 Filed on May 11, 2022
57
$29.62 - $30.41 $1.69K - $1.73K
TXN
Texas Instruments Inc

Technology
Q1 2022 Filed on May 11, 2022
57
$162.47 - $191.01 $9.26K - $10.9K
CL
Colgate Palmolive CO

Consumer Defensive
Q1 2022 Filed on May 11, 2022
80
$72.2 - $85.22 $5.78K - $6.82K
DOCU
Docusign, Inc.

Technology
Q1 2022 Filed on May 11, 2022
56
$73.24 - $157.01 $4.1K - $8.79K
DG
Dollar General Corp

Consumer Defensive
Q1 2022 Filed on May 11, 2022
209
$188.34 - $238.27 $39.4K - $49.8K
D
Dominion Energy, Inc

Utilities
Q1 2022 Filed on May 11, 2022
380
$77.16 - $85.43 $29.3K - $32.5K
DOW
Dow Inc.

Basic Materials
Q1 2022 Filed on May 11, 2022
939
$56.62 - $64.7 $53.2K - $60.8K
Draftkings Incorporated Com Class A
Q1 2022 Filed on May 11, 2022
675
N/A
DTM
Dt Midstream, Inc.

Energy
Q1 2022 Filed on May 11, 2022
1,540
$48.56 - $57.35 $74.8K - $88.3K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q1 2022 Filed on May 11, 2022
445
$68.81 - $84.97 $30.6K - $37.8K
DXC
Dxc Technology CO

Technology
Q1 2022 Filed on May 11, 2022
36
$28.95 - $38.82 $1.04K - $1.4K
DIS
Walt Disney CO

Communication Services
Q1 2022 Filed on May 11, 2022
418
$129.03 - $157.89 $53.9K - $66K
DM
Desktop Metal, Inc.

Technology
Q1 2022 Filed on May 11, 2022
115
$3.51 - $5.26 $404 - $605
DAL
Delta Air Lines, Inc.

Industrials
Q1 2022 Filed on May 11, 2022
1,760
$30.11 - $44.49 $53K - $78.3K
CAG
Conagra Brands Inc.

Consumer Defensive
Q1 2022 Filed on May 11, 2022
3,925
$30.1 - $36.02 $118K - $141K
CTVA
Corteva, Inc.

Basic Materials
Q1 2022 Filed on May 11, 2022
815
$45.44 - $59.79 $37K - $48.7K
COST
Costco Wholesale Corp

Consumer Defensive
Q1 2022 Filed on May 11, 2022
58
$477.32 - $576.47 $27.7K - $33.4K
CPNG
Coupang, Inc.

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
25
$15.45 - $28.72 $386 - $718
CRWD
Crowd Strike Holdings, Inc.

Technology
Q1 2022 Filed on May 11, 2022
5
$156.77 - $227.08 $784 - $1.14K
CVS
Cvs Health Corp

Healthcare
Q1 2022 Filed on May 11, 2022
718
$100.77 - $110.83 $72.4K - $79.6K
DHI
Horton D R Inc

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
2,348
$74.51 - $105.72 $175K - $248K
DHR
Danaher Corp

Healthcare
Q1 2022 Filed on May 11, 2022
197
$257.27 - $315.76 $50.7K - $62.2K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
Q1 2022 Filed on May 11, 2022
1,612
$11.23 - $13.58 $18.1K - $21.9K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
Q1 2022 Filed on May 11, 2022
593
$14.77 - $16.8 $8.76K - $9.96K
EBAY
Ebay Inc

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
200
$50.06 - $66.81 $10K - $13.4K
FDN
First Tr Fd Dow Jones

ETFs
Q1 2022 Filed on May 11, 2022
204
$162.73 - $226.47 $33.2K - $46.2K
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