Richards, Merrill & Peterson, Inc. Investment Managers Ser Tr Ii Transaction History
Richards, Merrill & Peterson, Inc.
- $192 Billion
- Q1 2025
A detailed history of Richards, Merrill & Peterson, Inc. transactions in Investment Managers Ser Tr Ii stock. As of the latest transaction made, Richards, Merrill & Peterson, Inc. holds 770 shares of CHGX stock, worth $20,505. This represents 0.01% of its overall portfolio holdings.
Number of Shares
770
Previous 770
-0.0%
Holding current value
$20,505
Previous $29.2 Million
3.01%
% of portfolio
0.01%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding CHGX
# of Institutions
33Shares Held
995KCall Options Held
0Put Options Held
0-
Wcg Wealth Advisors LLC Las Vegas, NV235KShares$6.25 Million0.71% of portfolio
-
Colorado Capital Management, Inc.180KShares$4.79 Million2.01% of portfolio
-
Pensionmark Financial Group, LLC Santa Barbara, CA133KShares$3.55 Million0.13% of portfolio
-
Commonwealth Equity Services, LLC69.1KShares$1.84 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC40.9KShares$1.09 Million0.0% of portfolio