Colorado Capital Management, Inc. Investment Managers Ser Tr Ii Transaction History
Colorado Capital Management, Inc.
- $215 Million
- Q1 2025
A detailed history of Colorado Capital Management, Inc. transactions in Investment Managers Ser Tr Ii stock. As of the latest transaction made, Colorado Capital Management, Inc. holds 38,713 shares of CHGX stock, worth $880,333. This represents 0.66% of its overall portfolio holdings.
Number of Shares
38,713
Previous 70,392
45.0%
Holding current value
$880,333
Previous $2.67 Million
46.65%
% of portfolio
0.66%
Previous 1.29%
Shares
11 transactions
Others Institutions Holding CHGX
# of Institutions
41Shares Held
1.34MCall Options Held
0Put Options Held
0-
Pfg Investments, LLC Woodbury, NY265KShares$6.03 Million0.63% of portfolio
-
Wcg Wealth Advisors LLC Las Vegas, NV256KShares$5.82 Million0.69% of portfolio
-
Pensionmark Financial Group, LLC Santa Barbara, CA133KShares$3.03 Million0.14% of portfolio
-
Natural Investments, LLC88.9KShares$2.02 Million1.05% of portfolio
-
Westfuller Advisors, LLC New York, NY83.2KShares$1.89 Million2.01% of portfolio