A detailed history of Financial Architects, Inc transactions in Investment Managers Ser Tr Ii stock. As of the latest transaction made, Financial Architects, Inc holds 17,112 shares of CHGX stock, worth $654,534. This represents 0.08% of its overall portfolio holdings.

Number of Shares
17,112
Previous 18,999 9.93%
Holding current value
$654,534
Previous $548,000 2.37%
% of portfolio
0.08%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 09, 2023

SELL
$28.32 - $31.27 $53,439 - $59,006
-1,887 Reduced 9.93%
17,112 $535,000
Q1 2023

May 12, 2023

SELL
$27.06 - $29.62 $10,066 - $11,018
-372 Reduced 1.92%
18,999 $548,000
Q4 2022

Feb 06, 2023

BUY
$24.66 - $29.04 $40,812 - $48,061
1,655 Added 9.34%
19,371 $525,000
Q3 2022

Nov 14, 2022

BUY
$24.83 - $30.06 $439,888 - $532,542
17,716 New
17,716 $440,000
Q2 2022

Aug 11, 2022

SELL
$25.31 - $31.71 $290,963 - $364,538
-11,496 Closed
0 $0
Q1 2022

May 05, 2022

BUY
$28.92 - $35.02 $332,464 - $402,589
11,496 New
11,496 $361,000

Others Institutions Holding CHGX

About INVESTMENT MANAGERS SER TR II


  • Ticker CHGX
  • Sector ETFs
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