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

Householder Group Estate & Retirement Specialist, LLC

  • $356 Million
  • Q2 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 3,114 shares of CHGX stock, worth $119,110. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,114
Previous 3,314 6.04%
Holding current value
$119,110
Previous $121,000 7.44%
% of portfolio
0.03%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1.21M
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
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