Ccg Wealth Management, LLC Closed Holding Positions

Ccg Wealth Management, LLC

  • $175 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
HCA
Hca Healthcare, Inc.

Healthcare
Q1 2021 Filed on May 04, 2021
2,571
$157.02 - $191.82 $404K - $493K
DIS
Walt Disney CO

Communication Services
Q1 2021 Filed on May 04, 2021
1,284
$163.03 - $201.91 $209K - $259K
CRI
Carters Inc

Consumer Cyclical
Q1 2021 Filed on May 04, 2021
3,085
$82.6 - $104.99 $255K - $324K
V
Visa Inc.

Financial Services
Q1 2021 Filed on May 04, 2021
2,348
$193.25 - $226.15 $454K - $531K
SMTI
Sanara Med Tech Inc.

Healthcare
Q1 2021 Filed on May 04, 2021
5,400
$28.36 - $45.67 $153K - $247K
ARGO
Argo Group International Holdings, Ltd.

Financial Services
Q4 2020 Filed on Feb 04, 2021
7,267
$34.1 - $45.51 $248K - $331K
GBIL
Goldman Sachs Access Treasury

ETFs
Q4 2020 Filed on Feb 04, 2021
114,285
$100.12 - $100.14 $11.4M - $11.4M
Proshares Tr
Q3 2020 Filed on Nov 10, 2020
10,000
N/A
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
Q2 2020 Filed on Aug 04, 2020
4,140
$49.94 - $65.05 $207K - $269K
ITM
Vaneck Intermediate Muni ETF

ETFs
Q2 2020 Filed on Aug 04, 2020
4,414
$47.37 - $51.03 $209K - $225K
VXF
Vanguard Extended Market ETF

ETFs
Q2 2020 Filed on Aug 04, 2020
3,620
$83.41 - $125.14 $302K - $453K
Reality Shs ETF Tr
Q2 2020 Filed on Aug 04, 2020
24,746
N/A
NOBL
Proshares S&P 500 Dividend Ari

ETFs
Q2 2020 Filed on Aug 04, 2020
22,634
$55.35 - $72.85 $1.25M - $1.65M
MUB
Ishares National Muni Bond ETF

ETFs
Q2 2020 Filed on Aug 04, 2020
3,401
$109.93 - $115.44 $374K - $393K
AVLR
Avalara, Inc.

Technology
Q2 2020 Filed on Aug 04, 2020
4,050
$63.63 - $137.59 $258K - $557K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q1 2020 Filed on Apr 24, 2020
39,459
$18.68 - $28.22 $737K - $1.11M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
Q1 2020 Filed on Apr 24, 2020
5,541
$45.08 - $53.74 $250K - $298K
VFH
Vanguard Financial ETF

ETFs
Q1 2020 Filed on Apr 24, 2020
4,154
$42.8 - $77.51 $178K - $322K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
Q1 2020 Filed on Apr 24, 2020
6,581
$33.65 - $49.64 $221K - $327K
TRTX
Tpg Re Finance Trust, Inc.

Real Estate
Q1 2020 Filed on Apr 24, 2020
11,737
$3.41 - $20.87 $40K - $245K
DGRO
Ishares Core Dividend Growth E

ETFs
Q1 2020 Filed on Apr 24, 2020
7,143
$27.99 - $43.13 $200K - $308K
Us Ecology Inc
Q1 2020 Filed on Apr 24, 2020
5,056
N/A
United Technologies Corp
Q1 2020 Filed on Apr 24, 2020
1,511
N/A
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q1 2020 Filed on Apr 24, 2020
13,482
$20.71 - $31.78 $279K - $428K
IVE
Ishares S&P 500 Value ETF

ETFs
Q1 2020 Filed on Apr 24, 2020
1,771
$82.97 - $131.79 $147K - $233K
EEM
Ishares Msci Emerging Markets

ETFs
Q1 2020 Filed on Apr 24, 2020
8,674
$30.61 - $46.3 $266K - $402K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q1 2020 Filed on Apr 24, 2020
21,269
$25.76 - $38.65 $548K - $822K
Us Ecology Inc
Q4 2019 Filed on Jan 30, 2020
5,056
N/A
WEC
Wec Energy Group, Inc.

Utilities
Q4 2019 Filed on Jan 30, 2020
2,302
$87.14 - $96.08 $201K - $221K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q4 2019 Filed on Jan 30, 2020
1,621
$125.71 - $128.49 $204K - $208K
XOM
Exxon Mobil Corp

Energy
Q4 2019 Filed on Jan 30, 2020
3,010
$66.7 - $73.09 $201K - $220K
Reality Shs ETF Tr
Q2 2019 Filed on Aug 06, 2019
14,850
N/A
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q2 2019 Filed on Aug 06, 2019
5,246
N/A
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