Wcg Wealth Advisors LLC Investment Managers Ser Tr Ii Put Options Transaction History

Wcg Wealth Advisors LLC

$1.42 Billion
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding CHGX

# of Institutions

40

Shares Held

1.39M

Call Options Held

0

Put Options Held

0

Pfg Investments, LLC Woodbury, NY

269K
Shares

$10.7 Million
0.64% of portfolio
Pensionmark Financial Group, LLC Santa Barbara, CA

133K
Shares

$5.29 Million
0.14% of portfolio
Natural Investments, LLC

88.9K
Shares

$3.53 Million
1.05% of portfolio
Westfuller Advisors, LLC New York, NY

83.2K
Shares

$3.31 Million
2.01% of portfolio
Colorado Capital Management, Inc.

70.4K
Shares

$2.8 Million
1.29% of portfolio

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