Position in CCL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$8,942
New position
Shares Held
313
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#853
of 1,014 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Travel Services
Consumer Cyclical · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $3,568,493 across 9 Travel Services names. CCL ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BKNG |
Booking Holdings Inc.
|
9,575 | $1,706,648 | |
| 2 | RCL |
Royal Caribbean Cruises Ltd
|
1,935 | $614,420 | |
| 3 | EXPE |
Expedia Group, Inc.
|
2,337 | $597,991 | |
| 4 | ABNB |
Airbnb, Inc.
|
4,030 | $576,693 | |
| 5 | NCLH |
Norwegian Cruise Line Holdings Ltd.
|
1,687 | $35,612 | |
| 6 | TNL |
Travel & Leisure Co.
|
194 | $14,827 | |
| 7 | TCOM |
Trip.com Group Ltd
|
270 | $10,756 | |
| 8 | CCL |
Carnival Corp Ltd.
This page
|
313 | $8,942 |
All Filings in CCL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,942 | 313 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||