Colorado Capital Management, Inc. Investment Managers Ser Tr Ii Transaction History
Colorado Capital Management, Inc.
- $179 Million
- Q2 2024
A detailed history of Colorado Capital Management, Inc. transactions in Investment Managers Ser Tr Ii stock. As of the latest transaction made, Colorado Capital Management, Inc. holds 86,953 shares of CHGX stock, worth $3.33 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
86,953
Previous 91,677
5.15%
Holding current value
$3.33 Million
Previous $3.36 Million
6.51%
% of portfolio
1.75%
Previous 1.95%
Shares
8 transactions
Others Institutions Holding CHGX
# of Institutions
37Shares Held
1.21MCall Options Held
0Put Options Held
0-
Wcg Wealth Advisors LLC Las Vegas, NV253KShares$9.68 Million0.68% of portfolio
-
Pfg Investments, LLC Woodbury, NY225KShares$8.59 Million0.58% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL136KShares$5.19 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC57.5KShares$2.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC43.8KShares$1.68 Million0.0% of portfolio