Creative Planning Investment Managers Ser Tr Ii Transaction History

Creative Planning

$90.1 Billion
Q1 2024

A detailed history of Creative Planning transactions in Investment Managers Ser Tr Ii stock. As of the latest transaction made, Creative Planning holds 9,746 shares of CHGX stock, worth $352,415. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,746

Holding current value

$352,415

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 10, 2024	BUY	$32.56 - $36.68 $317,329 - $357,483	9,746 New	9,746 $357,000

Others Institutions Holding CHGX

# of Institutions

Shares Held

1.22M

Call Options Held

Put Options Held

Wcg Wealth Advisors LLC Las Vegas, NV

224K
Shares

$8.1 Million
0.69% of portfolio
Pfg Investments, LLC Woodbury, NY

219K
Shares

$7.93 Million
0.49% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

137K
Shares

$4.94 Million
0.01% of portfolio
Colorado Capital Management, Inc.

91.7K
Shares

$3.32 Million
1.95% of portfolio
Commonwealth Equity Services, LLC

56.1K
Shares

$2.03 Million
0.0% of portfolio

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