Ccg Wealth Management, LLC Ishares Tr Transaction History
Ccg Wealth Management, LLC
- $187 Million
- Q2 2025
Shares
4 transactions
Others Institutions Holding MBB
# of Institutions
1,044Shares Held
378MCall Options Held
97.6KPut Options Held
43.4K-
Bank Of America Corp Charlotte, NC64.3MShares$6.02 Billion0.45% of portfolio
-
Jpmorgan Chase & CO New York, NY50.8MShares$4.75 Billion0.37% of portfolio
-
Envestnet Asset Management Inc26.8MShares$2.5 Billion0.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.4MShares$2.37 Billion0.84% of portfolio
-
Tiaa Trust, National Association Charlotte, NC24MShares$2.24 Billion5.9% of portfolio