Ci Private Wealth, LLC Purchases in Q4 2024

Ci Private Wealth, LLC

  • $65.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Janus Detroit Str Tr
43.5K
+ 52.37%
N/A
126K $0
Msp Recovery Inc
82K
New
N/A
82K $0
Victory Portfolios Ii
134K
+ 156.88%
N/A
219K $0
J P Morgan Exchange Traded F
7.91K
New
N/A
7.91K $0
Arista Networks Inc
307K
New
N/A
307K $0
AVGE
American Centy ETF Tr Avantis
2.51K
+ 6.81%
N/A
39.3K $0
STEL
Stellar Bancorp Inc
258
+ 1.7%
N/A
15.4K $0
Annaly Capital Management In
7.41K
+ 34.63%
N/A
28.8K $0
Klaviyo Inc
30.1K
New
N/A
30.1K $0
Amplify ETF Tr
76
+ 0.12%
N/A
61.9K $0
American Centy ETF Tr
44
+ 1.08%
N/A
4.1K $0
Lufax Holding LTD
6.45K
+ 43.63%
N/A
21.2K $0
Neos ETF Trust
21.9K
New
N/A
21.9K $0
Linde PLC
2.13K
+ 0.42%
N/A
511K $0
Liberty Media Corp Del
3.59K
New
N/A
3.59K $0
American Centy ETF Tr
213
+ 0.95%
N/A
22.7K $0
Lam Research Corp
2.05M
New
N/A
2.05M $0
Manager Directed Portfolios
172
+ 0.42%
N/A
41.1K $0
Nextracker Inc
6.86K
New
N/A
6.86K $0
Natwest Group PLC
8.72K
+ 17.02%
N/A
59.9K $0
Wheels Up Experience Inc
206K
New
N/A
206K $0
Veren Inc
19.1K
New
N/A
19.1K $0
Morgan Stanley ETF Trust
6.93K
+ 4.26%
N/A
170K $0
AIM
Aim Immuno Tech Inc.

Healthcare
100
+ 1.0%
$0.19 - $0.27 $19 - $27
10.1K $2K
Kayne Anderson Bdc Inc
265K
New
N/A
265K $0
Bank America Corp
24
+ 1.84%
N/A
1.33K $0
USHY
Ishares Tr Broad Usd High Yiel

ETFs
352
+ 2.47%
$36.54 - $37.53 $12.9K - $13.2K
14.6K $537K
Atlas Energy Solutions Inc
121
+ 1.22%
N/A
10K $0
Authid Inc
6.38K
+ 40.8%
N/A
22K $0
Vanguard Mun Bd Fds
2.85K
New
N/A
2.85K $0
Oaktree Specialty Lending CO
29.5K
+ 102.65%
N/A
58.2K $0
Perimeter Solutions Inc
3.27M
New
N/A
3.27M $0
ILCG
Ishares Morningstar Growth ETF
17K
+ 16.51%
N/A
120K $0
Blackrock ETF Trust Ii
8.45K
New
N/A
8.45K $0
Morgan Stanley ETF Trust
4.57K
New
N/A
4.57K $0
Veralto Corp
20.8K
+ 17.97%
N/A
137K $0
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
734
+ 3.79%
$38.02 - $42.79 $27.9K - $31.4K
20.1K $788K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
5.38K
+ 108.77%
$22.63 - $47.53 $122K - $256K
10.3K $234K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
329
+ 1.36%
$13.42 - $14.34 $4.42K - $4.72K
24.6K $336K
IQ
I Qiyi, Inc.

Communication Services
7.65K
+ 37.31%
$1.95 - $3.19 $14.9K - $24.4K
28.1K $56K
IXC
Ishares Tr Global Energy ETF

ETFs
1.39K
+ 5.64%
$36.95 - $43.06 $51.3K - $59.8K
26K $993K
GNR
Spdr S&P Global Natural Resour

ETFs
718
+ 14.59%
$48.67 - $58.43 $34.9K - $42K
5.64K $280K
IOSP
Innospec Inc.

Basic Materials
25
+ 1.12%
$107.78 - $124.9 $2.69K - $3.12K
2.27K $249K
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
4.51K
+ 10.45%
$2.78 - $3.58 $12.5K - $16.1K
47.7K $132K
PHI
Pldt Inc.

Communication Services
3.15K
+ 20.46%
$21.06 - $27.58 $66.3K - $86.8K
18.5K $410K
CAR
Avis Budget Group, Inc.

Industrials
363
+ 7.21%
$77.44 - $109.07 $28.1K - $39.6K
5.4K $435K
BRFS
Brf S.A.

Consumer Defensive
232
+ 1.23%
$4.05 - $4.77 $940 - $1.11K
19.1K $77K
UNIT
Uniti Group Inc.

Real Estate
402
+ 0.73%
$5.07 - $6.12 $2.04K - $2.46K
55.7K $306K
DENN
Denny'S Corp

Consumer Cyclical
400
+ 1.85%
$5.46 - $7.39 $2.18K - $2.96K
22K $133K
Activity Summary
Buys All Purchases 898 New Holdings 136 Increased Positions 762 Sells All Sells 1334 Reductions 1334 Sold out 0 Options Calls 4 Puts 0
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