Steward Partners Investment Advisory, LLC Investment Managers Ser Tr Ii Transaction History
Steward Partners Investment Advisory, LLC
- $10.6 Billion
- Q3 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 $81,321. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,031
Previous 2,031
-0.0%
Holding current value
$81,321
Previous $73,000
6.85%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding CHGX
# of Institutions
37Shares Held
1.33MCall Options Held
0Put Options Held
0-
Pfg Investments, LLC Woodbury, NY266KShares$10.7 Million0.66% of portfolio
-
Wcg Wealth Advisors LLC Las Vegas, NV253KShares$10.1 Million0.66% of portfolio
-
Pensionmark Financial Group, LLC Santa Barbara, CA133KShares$5.33 Million0.17% of portfolio
-
Westfuller Advisors, LLC New York, NY89.3KShares$3.58 Million2.47% of portfolio
-
Colorado Capital Management, Inc.85KShares$3.4 Million1.62% of portfolio