Wetherby Asset Management Inc Investment Managers Ser Tr Ii Transaction History

Wetherby Asset Management Inc

  • $2.08 Billion
  • Q2 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 $366,970. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,594
Previous 9,594 -0.0%
Holding current value
$366,970
Previous $351,000 1.42%
% 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
37
Shares Held
1.21M
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
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More about CHGX
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