Avidian Wealth Solutions, LLC Investment Managers Ser Tr Ii Transaction History

Avidian Wealth Solutions, LLC

$2.33 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 03, 2023	BUY	$28.32 - $31.27 $115,630 - $127,675	4,083 Added 26.2%	19,666 $614,000
Q1 2023 May 08, 2023	BUY	$27.06 - $29.62 $421,675 - $461,568	15,583 New	15,583 $449,000

Others Institutions Holding CHGX

# of Institutions

37

Shares Held

1.21M

Call Options Held

0

Put Options Held

0

Wcg Wealth Advisors LLC Las Vegas, NV

253K
Shares

$9.68 Million
0.68% of portfolio
Pfg Investments, LLC Woodbury, NY

225K
Shares

$8.59 Million
0.58% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

136K
Shares

$5.19 Million
0.01% of portfolio
Colorado Capital Management, Inc.

87K
Shares

$3.33 Million
1.75% of portfolio
Commonwealth Equity Services, LLC

57.5K
Shares

$2.2 Million
0.0% of portfolio

About INVESTMENT MANAGERS SER TR II

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