Comprehensive Financial Consultants Institutional, Inc. Innovator U.S. Equity Ultra Bu Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$259 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 30, 2023	SELL	$29.2 - $29.73 $23,301 - $23,724	-798 Reduced 1.33%	59,111 $1.76 Million
Q3 2022 Nov 14, 2022	BUY	$29.07 - $30.0 $121,280 - $125,160	4,172 Added 7.49%	59,909 $1.76 Million
Q2 2022 Aug 09, 2022	BUY	$28.85 - $31.09 $109,168 - $117,644	3,784 Added 7.28%	55,737 $1.62 Million
Q1 2022 May 11, 2022	BUY	$29.97 - $31.65 $222,916 - $235,412	7,438 Added 16.71%	51,953 $1.55 Million
Q4 2021 Mar 10, 2022	BUY	$31.09 - $31.61 $1.38 Million - $1.41 Million	44,515 New	44,515 $1.36 Million

Others Institutions Holding UJAN

# of Institutions

Shares Held

2.74M

Call Options Held

Put Options Held

Fermata Advisors, LLC Sonoma, CA

560K
Shares

$21.4 Million
4.4% of portfolio
Commonwealth Equity Services, LLC

200K
Shares

$7.65 Million
0.01% of portfolio
Strategic Blueprint, LLC Atlanta, GA

160K
Shares

$6.12 Million
0.41% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

157K
Shares

$6 Million
0.51% of portfolio
Mgo One Seven LLC Beachwood, OH

115K
Shares

$4.39 Million
0.19% of portfolio

View Full List

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