Northwest Capital Management Inc Investment Managers Ser Tr Ii Transaction History

Northwest Capital Management Inc

$225 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 03, 2023	BUY	$28.32 - $31.27 $33,191 - $36,648	1,172 New	1,172 $36,000

Others Institutions Holding CHGX

# of Institutions

39

Shares Held

1.38M

Call Options Held

0

Put Options Held

0

Pfg Investments, LLC Woodbury, NY

269K
Shares

$10.6 Million
0.64% of portfolio
Wcg Wealth Advisors LLC Las Vegas, NV

253K
Shares

$10 Million
0.66% of portfolio
Pensionmark Financial Group, LLC Santa Barbara, CA

133K
Shares

$5.27 Million
0.14% of portfolio
Westfuller Advisors, LLC New York, NY

89.3K
Shares

$3.53 Million
2.47% of portfolio
Natural Investments, LLC

88.9K
Shares

$3.51 Million
1.05% of portfolio

About INVESTMENT MANAGERS SER TR II

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