True Wealth Design’s Consensus Cloud Solutions CCSI Stock Holding History

True Wealth Design’s Portfolio CCSI Stock Details CCSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.34K	Sell	35 -1	-3%	-$30	﹤0.01%	1873
2026 Q1	$855	Sell	36 -15	-29%	-$386	﹤0.01%	1864
2025 Q4	$1.11K	Buy	51 +17	+50%	+$419	﹤0.01%	1668
2025 Q3	$999	Sell	34 -52	-60%	-$1.29K	﹤0.01%	1745
2025 Q2	$1.98K	Sell	86 -354	-80%	-$7.63K	﹤0.01%	1190
2025 Q1	$10.2K	Sell	440 -1	-0.2%	-$26	﹤0.01%	470
2024 Q4	$10.5K	Sell	441 -47	-10%	-$1.1K	﹤0.01%	415
2024 Q3	$11.5K	Buy	+488	New	+$10.2K	﹤0.01%	399

Other funds holding CCSI

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return