Wetherby Asset Management Inc Investment Managers Ser Tr Ii Call Options Transaction History

Wetherby Asset Management Inc

$2.13 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding CHGX

# of Institutions

37

Shares Held

1.33M

Call Options Held

0

Put Options Held

0

Pfg Investments, LLC Woodbury, NY

266K
Shares

$10.4 Million
0.66% of portfolio
Wcg Wealth Advisors LLC Las Vegas, NV

253K
Shares

$9.85 Million
0.66% of portfolio
Pensionmark Financial Group, LLC Santa Barbara, CA

133K
Shares

$5.19 Million
0.03% of portfolio
Westfuller Advisors, LLC New York, NY

89.3K
Shares

$3.48 Million
2.47% of portfolio
Colorado Capital Management, Inc.

85K
Shares

$3.31 Million
1.62% of portfolio

About INVESTMENT MANAGERS SER TR II

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