Westfuller Advisors, LLC Investment Managers Ser Tr Ii Transaction History

Westfuller Advisors, LLC

  • $150 Billion
  • Q1 2025

A detailed history of Westfuller Advisors, LLC transactions in Investment Managers Ser Tr Ii stock. As of the latest transaction made, Westfuller Advisors, LLC holds 83,583 shares of CHGX stock, worth $1.98 Million. This represents 2.06% of its overall portfolio holdings.

Number of Shares
83,583
Previous 83,215 0.44%
Holding current value
$1.98 Million
Previous $3.16 Billion 2.58%
% of portfolio
2.06%
Previous 2.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$36.24 - $39.75 $13,336 - $14,628
368 Added 0.44%
83,583 $3.08 Billion
Q4 2024

Feb 20, 2025
SELL
$37.97 - $40.45 $232,186 - $247,351
-6,115 Reduced 6.85%
83,215 $3.16 Billion
Q3 2024

Nov 07, 2024
BUY
$34.58 - $38.49 $3.09 Million - $3.44 Million
89,330 New
89,330 $3.44 Billion
Q1 2024

Jan 14, 2025
SELL
$32.56 - $36.68 $355,945 - $400,985
-10,932 Reduced 12.24%
78,398 $2.88 Billion

Others Institutions Holding CHGX

# of Institutions
41
Shares Held
1.32M
Call Options Held
0
Put Options Held
0
View Full List

About INVESTMENT MANAGERS SER TR II

CHGX Quotes by TradingView
  • Ticker CHGX
  • Sector ETFs
  • Industry ETFs
More about CHGX
Track This Portfolio

Track Westfuller Advisors, LLC Portfolio

Follow Westfuller Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Westfuller Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Westfuller Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email