Moneywise, Inc. Investment Managers Ser Tr Ii Transaction History
Moneywise, Inc.
- $186 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding CHGX
# of Institutions
40Shares Held
1.38MCall Options Held
0Put Options Held
0-
Pfg Investments, LLC Woodbury, NY269KShares$9.85 Million0.64% of portfolio
-
Wcg Wealth Advisors LLC Las Vegas, NV256KShares$9.38 Million0.69% of portfolio
-
Pensionmark Financial Group, LLC Santa Barbara, CA133KShares$4.88 Million0.14% of portfolio
-
Natural Investments, LLC88.9KShares$3.26 Million1.05% of portfolio
-
Westfuller Advisors, LLC New York, NY83.2KShares$3.05 Million2.01% of portfolio