Pensionmark Financial Group, LLC Investment Managers Ser Tr Ii Transaction History
Pensionmark Financial Group, LLC
- $3.09 Billion
- Q3 2024
A detailed history of Pensionmark Financial Group, LLC transactions in Investment Managers Ser Tr Ii stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 133,167 shares of CHGX stock, worth $5.31 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
133,167
Previous 133,167
-0.0%
Holding current value
$5.31 Million
Previous $5.13 Million
-0.0%
% of portfolio
0.17%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding CHGX
# of Institutions
37Shares Held
1.33MCall Options Held
0Put Options Held
0-
Pfg Investments, LLC Woodbury, NY266KShares$10.6 Million0.66% of portfolio
-
Wcg Wealth Advisors LLC Las Vegas, NV253KShares$10.1 Million0.66% of portfolio
-
Westfuller Advisors, LLC New York, NY89.3KShares$3.56 Million2.47% of portfolio
-
Colorado Capital Management, Inc.85KShares$3.39 Million1.62% of portfolio
-
Commonwealth Equity Services, LLC51.2KShares$2.04 Million0.0% of portfolio