Concord Wealth Partners Investment Managers Ser Tr Ii Transaction History

Concord Wealth Partners

  • $548 Million
  • Q1 2024

A detailed history of Concord Wealth Partners transactions in Investment Managers Ser Tr Ii stock. As of the latest transaction made, Concord Wealth Partners holds 500 shares of CHGX stock, worth $18,150. This represents 0.0% of its overall portfolio holdings.

Number of Shares
500
Holding current value
$18,150
% of portfolio
0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Apr 30, 2024
BUY
$29.44 - $32.11 $14,720 - $16,055
500 New
500 $14,000
Q1 2023

Apr 26, 2023
SELL
$27.06 - $29.62 $5,412 - $5,924
-200 Reduced 28.57%
500 $14,000
Q4 2022

Jan 27, 2023
BUY
$26.02 - $29.04 $18,214 - $20,328
700 New
700 $18,000
Q2 2022

Aug 04, 2022
BUY
$25.31 - $31.71 $17,717 - $22,197
700 New
700 $18,000

Others Institutions Holding CHGX

# of Institutions
44
Shares Held
1.22M
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
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