Stone Asset Management Inc. Investment Managers Ser Tr Ii Call Options Transaction History

Stone Asset Management Inc.

$62.6 Million
Q1 2023

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding CHGX

# of Institutions

35

Shares Held

1.3M

Call Options Held

0

Put Options Held

0

Pfg Investments, LLC Woodbury, NY

269K
Shares

$10.5 Million
0.64% of portfolio
Wcg Wealth Advisors LLC Las Vegas, NV

253K
Shares

$9.9 Million
0.66% of portfolio
Pensionmark Financial Group, LLC Santa Barbara, CA

133K
Shares

$5.21 Million
0.17% of portfolio
Westfuller Advisors, LLC New York, NY

89.3K
Shares

$3.5 Million
2.47% of portfolio
Colorado Capital Management, Inc.

70.4K
Shares

$2.76 Million
1.29% of portfolio

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