Comprehensive Financial Consultants Institutional, Inc. First Tr Exchange Traded Fd Vi Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$259 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$42.76 - $55.48 $55,160 - $71,569	-1,290 Closed	0 $0
Q4 2021 Mar 10, 2022	BUY	$52.43 - $57.97 $67,634 - $74,781	1,290 New	1,290 $61,000

Others Institutions Holding ROBT

# of Institutions

146

Shares Held

5.54M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

762K
Shares

$32.9 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

297K
Shares

$12.8 Million
0.0% of portfolio
Morgan Stanley New York, NY

289K
Shares

$12.5 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

285K
Shares

$12.3 Million
0.0% of portfolio
Main Management ETF Advisors, LLC San Francisco, CA

276K
Shares

$11.9 Million
0.58% of portfolio

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