Org Partners LLC Investment Managers Ser Tr Ii Transaction History

Org Partners LLC

$397 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 16, 2024	BUY	$34.05 - $36.52 $78,996 - $84,726	2,320 New	2,320 $83,000
Q2 2023 Jul 25, 2023	BUY	$28.32 - $31.27 $41,318 - $45,622	1,459 New	1,459 $45.5 Million

Others Institutions Holding CHGX

# of Institutions

19

Shares Held

616K

Call Options Held

0

Put Options Held

0

Wcg Wealth Advisors LLC Las Vegas, NV

235K
Shares

$6.18 Million
0.71% of portfolio
Colorado Capital Management, Inc.

180K
Shares

$4.73 Million
2.01% of portfolio
Seeds Investor LLC New York, NY

32.4K
Shares

$852,777
0.34% of portfolio
Tower Research Capital LLC (Trc) New York, NY

27.1K
Shares

$711,520
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

22.4K
Shares

$588,725
0.0% of portfolio

About INVESTMENT MANAGERS SER TR II

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