Ccg Wealth Management, LLC Purchases in Q3 2024

Ccg Wealth Management, LLC

  • $179 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
11.9K
+ 1.81%
$60.84 - $67.51 $723K - $802K
670K $45.2M
IWR
Ishares Russell Mid Cap ETF

ETFs
9.45K
+ 6.4%
$79.92 - $88.19 $755K - $834K
157K $13.9M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
30.7K
New
$50.61 - $50.96 $1.55M - $1.56M
30.7K $1.56M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.62K
+ 4.08%
$105.53 - $118.34 $277K - $311K
67K $7.83M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.01K
+ 0.97%
$36.98 - $41.55 $111K - $125K
312K $12.8M
PLTR
Palantir Technologies Inc.

Technology
7.81K
New
$24.09 - $37.95 $188K - $296K
7.81K $290K
AVLV
American Centy ETF Tr Avantis
4.27K
New
$60.05 - $65.83 $257K - $281K
4.27K $281K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.33K
New
$41.9 - $48.26 $181K - $209K
4.33K $206K
NFLX
Netflix Inc

Communication Services
288
New
$598.55 - $722.26 $172K - $208K
288 $204K
META
Meta Platforms, Inc.

Communication Services
8
+ 0.35%
$453.41 - $572.44 $3.63K - $4.58K
2.28K $1.31M
NVDA
Nvidia Corp

Technology
983
+ 10.49%
$98.91 - $134.91 $97.2K - $133K
10.4K $1.26M
ATI
Allegheny Technologies Inc

Industrials
3
+ 0.04%
$54.26 - $67.71 $163 - $203
7.79K $521K
BX
Blackstone Inc.

Financial Services
39
+ 2.05%
$120.77 - $159.66 $4.71K - $6.23K
1.94K $297K
ABBV
Abb Vie Inc.

Healthcare
84
+ 5.22%
$163.84 - $199.33 $13.8K - $16.7K
1.69K $334K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7
+ 0.05%
$57.32 - $62.65 $401 - $439
14.4K $898K
JPM
Jpmorgan Chase & CO

Financial Services
137
+ 10.89%
$194.9 - $224.8 $26.7K - $30.8K
1.4K $294K
KO
Coca Cola CO

Consumer Defensive
149
+ 4.3%
$62.69 - $73.01 $9.34K - $10.9K
3.61K $259K
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 0.33%
$801.83 - $917.05 $2.41K - $2.75K
919 $814K
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 2.22%
$3305.62 - $4268.05 $6.61K - $8.54K
92 $387K
TDY
Teledyne Technologies Inc

Technology
2
+ 0.38%
$381.47 - $437.71 $763 - $875
528 $231K
LLY
Eli Lilly & CO

Healthcare
41
+ 7.37%
$772.14 - $960.02 $31.7K - $39.4K
597 $528K
VGT
Vanguard Information Technolog

ETFs
16
+ 2.26%
$514.43 - $606.85 $8.23K - $9.71K
725 $425K
CSGP
Costar Group, Inc.

Real Estate
16
+ 0.35%
$71.59 - $79.61 $1.15K - $1.27K
4.56K $343K
AVGO
Broadcom Inc.

Technology
2.11K
+ 843.2%
$136.27 - $1745.86 $287K - $3.68M
2.36K $406K
Jetai Inc
182K
New
N/A
182K $0
MSFT
Microsoft Corp

Technology
270
+ 2.28%
$395.15 - $467.56 $107K - $126K
12.1K $5.21M
Activity Summary
Buys All Purchases 27 New Holdings 6 Increased Positions 21 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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