Steward Partners Investment Advisory, LLC Investment Managers Ser Tr Ii Transaction History
Steward Partners Investment Advisory, LLC
- $8.95 Billion
- Q1 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Investment Managers Ser Tr Ii stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 2,031 shares of CHGX stock, worth $73,725. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,031
Previous 2,031
-0.0%
Holding current value
$73,725
Previous $67,000
10.45%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding CHGX
# of Institutions
44Shares Held
1.22MCall Options Held
0Put Options Held
0-
Wcg Wealth Advisors LLC Las Vegas, NV224KShares$8.13 Million0.69% of portfolio
-
Pfg Investments, LLC Woodbury, NY219KShares$7.96 Million0.49% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL137KShares$4.96 Million0.01% of portfolio
-
Colorado Capital Management, Inc.91.7KShares$3.33 Million1.95% of portfolio
-
Commonwealth Equity Services, LLC56.1KShares$2.04 Million0.0% of portfolio