C2 C Wealth Management, LLC Purchases and Sells in Q3 2024

C2 C Wealth Management, LLC

$108 Million
Q3 2024

Top Buys

Incresed Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	6.84K + 154.99%	$98.91 - $134.91 $677K - $923K	11.3K $1.37M
IVV	207 + 1.68%	$520.18 - $576.82 $108K - $119K	12.5K $7.21M
IWM	205 + 0.91%	$200.87 - $224.6 $41.2K - $46K	22.7K $5.02M
IJH	330 + 0.65%	$57.32 - $62.65 $18.9K - $20.7K	51.4K $3.2M
ETY	500 + 0.2%	$13.24 - $14.64 $6.62K - $7.32K	247K $3.62M
XLK	460 + 2.07%	$197.34 - $237.68 $90.8K - $109K	22.7K $5.12M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IDE	19.2K New	$9.88 - $11.36 $190K - $218K	19.2K $218K
ED	1.98K New	$88.42 - $104.97 $175K - $208K	1.98K $206K
JNJ	1.25K New	$145.48 - $167.38 $182K - $210K	1.25K $203K
VO	772 New	$237.84 - $263.83 $184K - $204K	772 $203K
NFLX	282 New	$598.55 - $722.26 $169K - $204K	282 $200K
LXP	11.5K New	$9.14 - $10.46 $105K - $121K	11.5K $115K

Top Sells

Reduced Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-50 - 0.31%	$395.15 - $467.56 $19.8K - $23.4K	16.2K $6.96M
PDBC	-8K - 35.52%	$12.67 - $14.36 $101K - $115K	14.5K $195K
PTY	-4.83K - 6.53%	$14.16 - $14.47 $68.3K - $69.8K	69.1K $994K
VWO	-4.98K - 11.33%	$41.9 - $48.26 $209K - $240K	39K $1.87M
PEP	-192 - 9.2%	$161.9 - $179.3 $31.1K - $34.4K	1.89K $322K
XLY	-716 - 8.61%	$170.05 - $200.86 $122K - $144K	7.6K $1.52M

Activity Summary All Purchases 21 New Holdings 7 Increased Positions 14 All Sells 18 Reductions 18 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of C2 C Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on C2 C Wealth Management, LLC with notifications on news.