Cwm, LLC Investment Managers Ser Tr Ii Transaction History

Cwm, LLC

$25.1 Billion
Q1 2025

A detailed history of Cwm, LLC transactions in Investment Managers Ser Tr Ii stock. As of the latest transaction made, Cwm, LLC holds 345 shares of CHGX stock, worth $8,659. This represents 0.0% of its overall portfolio holdings.

Number of Shares

345

Holding current value

$8,659

% of portfolio

0.0%

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

Shares Held

1.3M

Call Options Held

Put Options Held

Pfg Investments, LLC Woodbury, NY

265K
Shares

$6.65 Million
0.63% of portfolio
Wcg Wealth Advisors LLC Las Vegas, NV

235K
Shares

$5.9 Million
0.71% of portfolio
Pensionmark Financial Group, LLC Santa Barbara, CA

133K
Shares

$3.34 Million
0.13% of portfolio
Natural Investments, LLC

90.5K
Shares

$2.27 Million
0.94% of portfolio
Westfuller Advisors, LLC New York, NY

83.6K
Shares

$2.1 Million
2.06% of portfolio

View Full List

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