Harbour Investments, Inc. Investment Managers Ser Tr Ii Transaction History

Harbour Investments, Inc.

$3.59 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 08, 2025	BUY	$36.24 - $39.75 $4,602 - $5,048	127 Added 184.06%	196 $7,000
Q2 2023 Aug 14, 2023	BUY	$28.32 - $31.27 $1,954 - $2,157	69 New	69 $2,000

Others Institutions Holding CHGX

# of Institutions

32

Shares Held

995K

Call Options Held

0

Put Options Held

0

Wcg Wealth Advisors LLC Las Vegas, NV

235K
Shares

$6.23 Million
0.71% of portfolio
Colorado Capital Management, Inc.

180K
Shares

$4.77 Million
2.01% of portfolio
Pensionmark Financial Group, LLC Santa Barbara, CA

133K
Shares

$3.53 Million
0.13% of portfolio
Commonwealth Equity Services, LLC

69.1K
Shares

$1.83 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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