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 $3.53 Million. This represents 2.47% of its overall portfolio holdings.

Number of Shares
89,330
Holding current value
$3.53 Million
% of portfolio
2.47%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$34.58 - $38.49 $3.09 Million - $3.44 Million
89,330 New
89,330 $3.44 Billion
Q1 2024

Jan 14, 2025
SELL
$32.56 - $36.68 $355,945 - $400,985
-10,932 Reduced 12.24%
78,398 $2.88 Billion

Others Institutions Holding CHGX

# of Institutions
39
Shares Held
1.38M
Call Options Held
0
Put Options Held
0
View Full List

About INVESTMENT MANAGERS SER TR II

CHGX Quotes by TradingView
  • Ticker CHGX
  • Sector ETFs
  • Industry ETFs
More about CHGX
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