Stone Asset Management Inc. Investment Managers Ser Tr Ii Transaction History
Stone Asset Management Inc.
- $62.6 Million
- Q1 2023
A detailed history of Stone Asset Management Inc. transactions in Investment Managers Ser Tr Ii stock. As of the latest transaction made, Stone Asset Management Inc. holds 8,337 shares of CHGX stock, worth $302,633. This represents 0.38% of its overall portfolio holdings.
Number of Shares
8,337
Previous 25,637
67.48%
Holding current value
$302,633
Previous $695,000
65.47%
% of portfolio
0.38%
Previous 0.43%
Shares
2 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