Wcg Wealth Advisors LLC Investment Managers Ser Tr Ii Transaction History
Wcg Wealth Advisors LLC
- $1.18 Billion
- Q1 2024
A detailed history of Wcg Wealth Advisors LLC transactions in Investment Managers Ser Tr Ii stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 224,017 shares of CHGX stock, worth $8.1 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
224,017
Previous 214,965
4.21%
Holding current value
$8.1 Million
Previous $7.14 Million
15.05%
% of portfolio
0.69%
Previous 0.52%
Shares
9 transactions
Others Institutions Holding CHGX
# of Institutions
44Shares Held
1.22MCall Options Held
0Put Options Held
0-
Pfg Investments, LLC Woodbury, NY219KShares$7.93 Million0.49% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL137KShares$4.94 Million0.01% of portfolio
-
Colorado Capital Management, Inc.91.7KShares$3.32 Million1.95% of portfolio
-
Commonwealth Equity Services, LLC56.1KShares$2.03 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC46KShares$1.66 Million0.0% of portfolio