Westfuller Advisors, LLC Investment Managers Ser Tr Ii Transaction History
Westfuller Advisors, LLC
- $157 Billion
- Q4 2024
A detailed history of Westfuller Advisors, LLC transactions in Investment Managers Ser Tr Ii stock. As of the latest transaction made, Westfuller Advisors, LLC holds 83,215 shares of CHGX stock, worth $3.05 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
83,215Holding current value
$3.05 Million% of portfolio
2.01%Shares
3 transactions
Others Institutions Holding CHGX
# of Institutions
40Shares Held
1.38MCall Options Held
0Put Options Held
0-
Pfg Investments, LLC Woodbury, NY269KShares$9.85 Million0.64% of portfolio
-
Wcg Wealth Advisors LLC Las Vegas, NV256KShares$9.38 Million0.69% of portfolio
-
Pensionmark Financial Group, LLC Santa Barbara, CA133KShares$4.88 Million0.14% of portfolio
-
Natural Investments, LLC88.9KShares$3.26 Million1.05% of portfolio
-
Colorado Capital Management, Inc.70.4KShares$2.58 Million1.29% of portfolio