Org Partners LLC Investment Managers Ser Tr Ii Transaction History

Org Partners LLC

$644 Million
Q2 2024

A detailed history of Org Partners LLC transactions in Investment Managers Ser Tr Ii stock. As of the latest transaction made, Org Partners LLC holds 2,320 shares of CHGX stock, worth $88,740. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,320

Holding current value

$88,740

% of portfolio

0.01%

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

Shares Held

1.21M

Call Options Held

Put Options Held

Wcg Wealth Advisors LLC Las Vegas, NV

253K
Shares

$9.68 Million
0.68% of portfolio
Pfg Investments, LLC Woodbury, NY

225K
Shares

$8.59 Million
0.58% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

136K
Shares

$5.19 Million
0.01% of portfolio
Colorado Capital Management, Inc.

87K
Shares

$3.33 Million
1.75% of portfolio
Commonwealth Equity Services, LLC

57.5K
Shares

$2.2 Million
0.0% of portfolio

View Full List

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