Westfuller Advisors, LLC Investment Managers Ser Tr Ii Transaction History
Westfuller Advisors, LLC
- $139 Billion
- Q3 2024
A detailed history of Westfuller Advisors, LLC transactions in Investment Managers Ser Tr Ii stock. As of the latest transaction made, Westfuller Advisors, LLC holds 89,330 shares of CHGX stock, worth $3.56 Million. This represents 2.47% of its overall portfolio holdings.
Number of Shares
89,330Holding current value
$3.56 Million% of portfolio
2.47%Shares
1 transactions
Others Institutions Holding CHGX
# of Institutions
37Shares Held
1.33MCall Options Held
0Put Options Held
0-
Pfg Investments, LLC Woodbury, NY266KShares$10.6 Million0.66% of portfolio
-
Wcg Wealth Advisors LLC Las Vegas, NV253KShares$10.1 Million0.66% of portfolio
-
Pensionmark Financial Group, LLC Santa Barbara, CA133KShares$5.31 Million0.03% of portfolio
-
Colorado Capital Management, Inc.85KShares$3.39 Million1.62% of portfolio
-
Commonwealth Equity Services, LLC51.2KShares$2.04 Million0.0% of portfolio