Ccg Wealth Management, LLC Purchases and Sells in Q3 2024

Ccg Wealth Management, LLC

$179 Million
Q3 2024

Top Buys

Incresed Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	11.9K + 1.81%	$60.84 - $67.51 $723K - $802K	670K $45.2M
IWR	9.45K + 6.4%	$79.92 - $88.19 $755K - $834K	157K $13.9M
IJR	2.62K + 4.08%	$105.53 - $118.34 $277K - $311K	67K $7.83M
SCHF	3.01K + 0.97%	$36.98 - $41.55 $111K - $125K	312K $12.8M
META	8 + 0.35%	$453.41 - $572.44 $3.63K - $4.58K	2.28K $1.31M
BRK-B	12 + 0.42%	$405.19 - $478.57 $4.86K - $5.74K	2.87K $1.32M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JMST	30.7K New	$50.61 - $50.96 $1.55M - $1.56M	30.7K $1.56M
PLTR	7.81K New	$24.09 - $37.95 $188K - $296K	7.81K $290K
AVLV	4.27K New	$60.05 - $65.83 $257K - $281K	4.27K $281K
VWO	4.33K New	$41.9 - $48.26 $181K - $209K	4.33K $206K
NFLX	288 New	$598.55 - $722.26 $172K - $208K	288 $204K
JETAI INC	182K New	N/A	182K $0

Top Sells

Reduced Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PG	-48.1K - 56.98%	$160.76 - $177.82 $7.74M - $8.56M	36.3K $6.29M
STGW	-381K - 86.42%	$6.02 - $7.37 $2.29M - $2.81M	59.9K $420K
AX	-39K - 71.96%	$56.59 - $77.61 $2.21M - $3.03M	15.2K $955K
QQQ	-2.06K - 19.6%	$434.77 - $502.96 $896K - $1.04M	8.46K $4.13M
GOOG	-39 - 0.16%	$149.54 - $192.66 $5.83K - $7.51K	24.9K $4.16M
VHT	-734 - 16.19%	$261.88 - $288.1 $192K - $211K	3.8K $1.07M

Activity Summary All Purchases 27 New Holdings 6 Increased Positions 21 All Sells 36 Reductions 36 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

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

News

Stay updated on Ccg Wealth Management, LLC with notifications on news.