Institutions / Ccg Wealth Management, LLC / Activity
Activity — Ccg Wealth Management, LLC
59 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | New | 74349Y563 Common stock | $222.8K | +3K | 3,200 0.05% of portfolio | low |
| Q2 2026 as of | New | 316092162 Common stock | $214.8K | +4K | 4,300 0.05% of portfolio | low |
| Q2 2026 as of | New | Palo Alto Networks Inc Common stock | $207.3K | +608 | 608 0.05% of portfolio | low |
| Q2 2026 as of | New | Vertiv Holdings Co Common stock | $207.3K | +619 | 619 0.05% of portfolio | low |
| Q2 2026 as of | New | The Boeing Company Common stock | $203.9K | +942 | 942 0.05% of portfolio | low |
| Q2 2026 as of | New | 74347G184 Common stock | $203.2K | +7K | 7,000 0.05% of portfolio | low |
| Q2 2026 as of | New | 85208R101 Common stock | $201.2K | +5K | 5,000 0.05% of portfolio | low |
| Q2 2026 as of | New | TLRY Tilray Brands, Inc. Common Stock | $134.1K | +30K | 29,862 0.03% of portfolio | low |
| Q2 2026 as of | New | 74347G440 Common stock | $131.6K | +16K | 16,495 0.03% of portfolio | low |