Cwm, LLC Investment Managers Ser Tr Ii Transaction History

Cwm, LLC

$28.4 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 01, 2025	BUY	$36.24 - $39.75 $12,502 - $13,713	345 New	345 $13,000
Q2 2023 Aug 03, 2023	BUY	$28.32 - $31.27 $33,191 - $36,648	1,172 New	1,172 $37,000

Others Institutions Holding CHGX

# of Institutions

33

Shares Held

995K

Call Options Held

0

Put Options Held

0

Wcg Wealth Advisors LLC Las Vegas, NV

235K
Shares

$6.25 Million
0.71% of portfolio
Colorado Capital Management, Inc.

180K
Shares

$4.79 Million
2.01% of portfolio
Pensionmark Financial Group, LLC Santa Barbara, CA

133K
Shares

$3.55 Million
0.13% of portfolio
Commonwealth Equity Services, LLC

69.1K
Shares

$1.84 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

40.9K
Shares

$1.09 Million
0.0% of portfolio

About INVESTMENT MANAGERS SER TR II

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