Householder Group Estate & Retirement Specialist, LLC Investment Managers Ser Tr Ii Transaction History

Householder Group Estate & Retirement Specialist, LLC

  • $343 Million
  • Q3 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Investment Managers Ser Tr Ii stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 3,522 shares of CHGX stock, worth $133,589. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,522
Previous 3,114 13.1%
Holding current value
$133,589
Previous $112,000 20.54%
% of portfolio
0.04%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
BUY
$34.58 - $38.49 $14,108 - $15,703
408 Added 13.1%
3,522 $135,000
Q2 2024

Jul 17, 2024
SELL
$34.05 - $36.52 $6,809 - $7,304
-200 Reduced 6.04%
3,114 $112,000
Q1 2024

May 03, 2024
BUY
$32.56 - $36.68 $227 - $256
7 Added 0.21%
3,314 $121,000
Q3 2023

Oct 10, 2023
BUY
$29.44 - $32.11 $44,130 - $48,132
1,499 Added 82.91%
3,307 $97,000
Q1 2023

Apr 13, 2023
BUY
$27.06 - $29.62 $48,924 - $53,552
1,808 New
1,808 $52,000

Others Institutions Holding CHGX

# of Institutions
37
Shares Held
1.33M
Call Options Held
0
Put Options Held
0
View Full List

About INVESTMENT MANAGERS SER TR II

CHGX Quotes by TradingView
  • Ticker CHGX
  • Sector ETFs
  • Industry ETFs
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