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 $1.89 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares
83,215
Holding current value
$1.89 Million
% of portfolio
2.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 20, 2025
SELL
$37.97 - $40.45 $232,186 - $247,351
-6,115 Reduced 6.85%
83,215 $3.16 Billion
Q3 2024

Nov 07, 2024
BUY
$34.58 - $38.49 $3.09 Million - $3.44 Million
89,330 New
89,330 $3.44 Billion
Q1 2024

Jan 14, 2025
SELL
$32.56 - $36.68 $355,945 - $400,985
-10,932 Reduced 12.24%
78,398 $2.88 Billion

Others Institutions Holding CHGX

# of Institutions
41
Shares Held
1.38M
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
  • Industry ETFs
More about CHGX
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