Pathstone Family Office, LLC Investment Managers Ser Tr Ii Transaction History
Pathstone Family Office, LLC
- $15.6 Billion
- Q3 2023
A detailed history of Pathstone Family Office, LLC transactions in Investment Managers Ser Tr Ii stock. As of the latest transaction made, Pathstone Family Office, LLC holds 13,145 shares of CHGX stock, worth $502,796. This represents 0.0% of its overall portfolio holdings.
Number of Shares
13,145
Previous 13,173
0.21%
Holding current value
$502,796
Previous $411,000
5.35%
% of portfolio
0.0%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding CHGX
# of Institutions
37Shares Held
1.21MCall Options Held
0Put Options Held
0-
Wcg Wealth Advisors LLC Las Vegas, NV253KShares$9.68 Million0.68% of portfolio
-
Pfg Investments, LLC Woodbury, NY225KShares$8.59 Million0.58% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL136KShares$5.19 Million0.01% of portfolio
-
Colorado Capital Management, Inc.87KShares$3.33 Million1.75% of portfolio
-
Commonwealth Equity Services, LLC57.5KShares$2.2 Million0.0% of portfolio