Concord Wealth Partners Investment Managers Ser Tr Ii Call Options Transaction History

Concord Wealth Partners

$603 Million
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding CHGX

# of Institutions

40

Shares Held

1.38M

Call Options Held

0

Put Options Held

0

Pfg Investments, LLC Woodbury, NY

269K
Shares

$9.87 Million
0.64% of portfolio
Wcg Wealth Advisors LLC Las Vegas, NV

256K
Shares

$9.4 Million
0.69% of portfolio
Pensionmark Financial Group, LLC Santa Barbara, CA

133K
Shares

$4.89 Million
0.14% of portfolio
Natural Investments, LLC

88.9K
Shares

$3.26 Million
1.05% of portfolio
Westfuller Advisors, LLC New York, NY

83.2K
Shares

$3.06 Million
2.01% of portfolio

About INVESTMENT MANAGERS SER TR II

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