Wetherby Asset Management Inc Investment Managers Ser Tr Ii Transaction History

Wetherby Asset Management Inc

  • $2.13 Billion
  • Q3 2024

A detailed history of Wetherby Asset Management Inc transactions in Investment Managers Ser Tr Ii stock. As of the latest transaction made, Wetherby Asset Management Inc holds 9,594 shares of CHGX stock, worth $372,822. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,594
Previous 9,594 -0.0%
Holding current value
$372,822
Previous $346,000 6.65%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 15, 2022
SELL
$25.31 - $31.71 $349,278 - $437,598
-13,800 Reduced 58.99%
9,594 $251,000
Q1 2022

May 16, 2022
BUY
$28.92 - $35.02 $676,554 - $819,257
23,394 New
23,394 $734,000

Others Institutions Holding CHGX

# of Institutions
35
Shares Held
1.3M
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
Track This Portfolio

Track Wetherby Asset Management Inc Portfolio

Follow Wetherby Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email