Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$234,960
New position
Shares Held
1,124
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,285
of 2,723 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026CCG WEALTH MANAGEMENT, LLC holds $2,208,485 across 3 Capital Markets names. MS ranks #3 (10.6% of the industry book) .
All Filings in MS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,960 | 1,124 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||