Denver Wealth Management, Inc. Investment Managers Ser Tr Ii Transaction History
Denver Wealth Management, Inc.
- $185 Million
- Q2 2024
A detailed history of Denver Wealth Management, Inc. transactions in Investment Managers Ser Tr Ii stock. As of the latest transaction made, Denver Wealth Management, Inc. holds 9,779 shares of CHGX stock, worth $360,747. This represents 0.19% of its overall portfolio holdings.
Number of Shares
9,779
Previous 7,241
35.05%
Holding current value
$360,747
Previous $265,000
33.21%
% of portfolio
0.19%
Previous 0.15%
Shares
6 transactions
Others Institutions Holding CHGX
# of Institutions
37Shares Held
1.22MCall Options Held
0Put Options Held
0-
Wcg Wealth Advisors LLC Las Vegas, NV253KShares$9.34 Million0.68% of portfolio
-
Pfg Investments, LLC Woodbury, NY225KShares$8.29 Million0.58% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL136KShares$5 Million0.01% of portfolio
-
Colorado Capital Management, Inc.87KShares$3.21 Million1.75% of portfolio
-
Commonwealth Equity Services, LLC57.5KShares$2.12 Million0.0% of portfolio