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  Name: Comprehensive Financial Consultants Institutional
  City: Bloomington
  State: IN
  Zip: 47403
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $240,535,000
  Total Value Change : $25,924,000
  Securities Held Change : 5
   
All Securities Held : 156
  New Positions : 16
  Closed Positions : 11
  Increased Positions : 89
  Unchanged Positions : 14
  Decreased Positions : 37

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 11     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DJUL)1 Year Chart         DJUL First Tr Exchng Traded Fd Vi 161 Closed $0.00 $0 0 0% -3,486,000 -95,518 0    N/A
   (TLTW)1 Year Chart         TLTW Ishares 20+ Year Treasury B... 167 Closed $0.00 $0 0 0% -203,000 -7,397 0    N/A
   (PXD)1 Year Chart         PXD Pioneer Natural Resources Co 160 Closed $275.32 $0 0 0% -216,000 -962 0    Independent Oil & Gas
   (DVY)1 Year Chart         DVY iShares Dow Select Div 166 Closed $125.53 $0 0 0% -1,946,000 -16,605 0    Closed - End Fund - E...
   (DJUN)1 Year Chart         DJUN Ft Cboe Vest Us Equity Deep... 159 Closed $0.00 $0 0 0% -1,607,000 -42,297 0    N/A
   (UAPR)1 Year Chart         UAPR Innovator S&p 500 Ultra Buf... 165 Closed $0.00 $0 0 0% -2,293,000 -83,565 0    N/A
   (DAPR)1 Year Chart         DAPR Ft Cboe Vest Us Equity Deep... 158 Closed $0.00 $0 0 0% -2,317,000 -71,594 0    N/A
   (UAUG)1 Year Chart         UAUG Innovator S&p 500 Ultra Buf... 164 Closed $0.00 $0 0 0% -2,525,000 -82,140 0    N/A
   (RGTI)1 Year Chart         RGTI Rigetti Computing Ord Shs 157 Closed $1.15 $0 0 0% -11,000 -11,000 0    N/A
   (NJUL)1 Year Chart         NJUL Innovator ETFs Tr 163 Closed $0.00 $0 0 0% -201,000 -3,651 0    N/A
   (VHT)1 Year Chart         VHT Vanguard Health Care Vipers 162 Closed $266.99 $0 0 0% -321,000 -1,279 0    Closed - End Fund - E...

      11 Records Found
  1    
Page 1 of 1
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