Investment Managers Ser Tr Ii CHGX
Institutional shares held
1.33 Million
0
calls
0
puts
Total value of holdings
$52M
$0
calls
$0
puts
# of Institutions
37
We take great care to ensure that the data presented and summarized in this overview for INVESTMENT MANAGERS SER TR II is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding CHGX
View all-
Pfg Investments, LLC Woodbury, NY266KShares$10.6 Million0.66% of portfolio
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Wcg Wealth Advisors LLC Las Vegas, NV253KShares$10.1 Million0.66% of portfolio
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Pensionmark Financial Group, LLC Santa Barbara, CA133KShares$5.31 Million0.03% of portfolio
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Westfuller Advisors, LLC New York, NY89.3KShares$3.56 Million2.47% of portfolio
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Colorado Capital Management, Inc.85KShares$3.39 Million1.62% of portfolio
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Commonwealth Equity Services, LLC51.2KShares$2.04 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC43.8KShares$1.75 Million0.0% of portfolio
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Private Advisor Group, LLC41.3KShares$1.65 Million0.01% of portfolio
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Seeds Investor LLC New York, NY39.3KShares$1.57 Million0.57% of portfolio
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Cambridge Investment Research Advisors, Inc.33.8KShares$1.35 Million0.0% of portfolio