Ccg Wealth Management, LLC Sells in Q4 2024

Ccg Wealth Management, LLC

  • $175 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HMST
Home Street, Inc.

Financial Services
-198
- 0.09%
$9.06 - $15.5 $1.79K - $3.07K
229K $2.62M
MLPA
Global X Mlp ETF

ETFs
-20K
- 69.21%
$47.44 - $52.61 $949K - $1.05M
8.9K $439K
IWM
Ishares Russell 2000 ETF

ETFs
-3.64K
- 72.92%
$216.13 - $242.4 $788K - $883K
1.35K $298K
GLD
Spdr Gold Trust

ETFs
-2.47K
- 71.01%
$236.59 - $257.5 $584K - $636K
1.01K $244K
PG
Procter & Gamble CO

Consumer Defensive
-476
- 1.31%
$161.05 - $179.7 $76.7K - $85.5K
35.9K $6.01M
VHT
Vanguard Health Care ETF

ETFs
-572
- 15.05%
$250.81 - $283.3 $143K - $162K
3.23K $818K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-744
- 1.11%
$113.92 - $127.38 $84.8K - $94.8K
66.2K $7.63M
VTI
Vanguard Total Stock Market Et

ETFs
-863
- 7.32%
$280.04 - $302.45 $242K - $261K
10.9K $3.17M
GOOG
Alphabet Inc.

Communication Services
-3.92K
- 15.74%
$163.08 - $198.16 $639K - $777K
21K $4M
IWR
Ishares Russell Mid Cap ETF

ETFs
-2.35K
- 1.49%
$87.25 - $95.52 $205K - $224K
155K $13.7M
ATI
Allegheny Technologies Inc

Industrials
-9
- 0.12%
$52.71 - $65.96 $474 - $594
7.78K $428K
QCOM
Qualcomm Inc

Technology
-183
- 4.86%
$150.4 - $178.04 $27.5K - $32.6K
3.59K $550K
STGW
Stagwell Inc

Communication Services
-3.48K
- 5.81%
$6.15 - $8.1 $21.4K - $28.2K
56.4K $371K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-28
- 0.98%
$442.29 - $483.08 $12.4K - $13.5K
2.84K $1.29M
CSGP
Costar Group, Inc.

Real Estate
-7
- 0.15%
$69.7 - $81.97 $488 - $574
4.55K $325K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-288
- 2.0%
$61.68 - $67.87 $17.8K - $19.5K
14.1K $880K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-265
- 4.98%
$78.43 - $87.17 $20.8K - $23.1K
5.05K $405K
COST
Costco Wholesale Corp

Consumer Defensive
-31
- 3.37%
$873.59 - $994.69 $27.1K - $30.8K
888 $813K
BX
Blackstone Inc.

Financial Services
-7
- 0.36%
$148.45 - $199.05 $1.04K - $1.39K
1.94K $333K
NFLX
Netflix Inc

Communication Services
-11
- 3.82%
$687.65 - $936.56 $7.56K - $10.3K
277 $246K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-13.1K
- 1.96%
$66.77 - $71.52 $876K - $938K
657K $45.3M
NVDA
Nvidia Corp

Technology
-463
- 4.47%
$117.0 - $148.88 $54.2K - $68.9K
9.89K $1.33M
AVGO
Broadcom Inc.

Technology
-162
- 6.87%
$159.67 - $250.0 $25.9K - $40.5K
2.2K $509K
WMT
Walmart Inc.

Consumer Defensive
-191
- 1.46%
$79.1 - $95.7 $15.1K - $18.3K
12.9K $1.16M
PLTR
Palantir Technologies Inc.

Technology
-2.31K
- 29.56%
$36.46 - $82.38 $84.2K - $190K
5.5K $416K
IVW
Ishares S&P 500 Growth ETF

ETFs
-34
- 0.15%
$94.43 - $105.47 $3.21K - $3.59K
22.7K $2.31M
AAPL
Apple Inc.

Technology
-41
- 0.3%
$221.69 - $259.02 $9.09K - $10.6K
13.7K $3.43M
SPYG
Spdr Portfolio

ETFs
-5.6K
- 2.2%
$81.74 - $91.38 $458K - $512K
249K $21.9M
Activity Summary
Buys All Purchases 26 New Holdings 4 Increased Positions 22 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 1
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