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
SAN
Banco Santander, S.A.

Financial Services
6.99K
+ 2.31%
$4.49 - $5.05 $31.4K - $35.3K
310K $1.41M
SOXL
Direxion Daily Semiconductor B

ETFs
4.07K
+ 15.49%
$26.3 - $40.82 $107K - $166K
30.4K $829K
CMS
Cms Energy Corp

Utilities
1.45K
+ 2.43%
$65.76 - $71.94 $95.4K - $104K
61.1K $4.07M
WAFD
Washington Federal Inc

Financial Services
18
+ 0.03%
$31.95 - $38.06 $575 - $685
54.3K $1.75M
IYH
Ishares Tr

ETFs
52
+ 0.24%
$57.53 - $65.24 $2.99K - $3.39K
21.9K $1.27M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
630
+ 1.3%
$40.41 - $45.12 $25.5K - $28.4K
49K $1.98M
ENTG
Entegris Inc

Technology
128
+ 1.09%
$97.67 - $112.92 $12.5K - $14.5K
11.9K $1.18M
PDD
Pinduoduo Inc.

Consumer Cyclical
1.24K
+ 17.57%
$94.39 - $154.27 $117K - $191K
8.3K $805K
BNS
Bank Of Nova Scotia

Financial Services
2
+ 0.0%
$51.5 - $57.02 $103 - $114
190K $10.2M
FNDX
Schwab Fundamental U S Large C

ETFs
669K
+ 201.16%
$23.49 - $71.77 $15.7M - $48M
1M $23.7M
ACHC
Acadia Healthcare Company, Inc.

Healthcare
1.89K
+ 19.84%
$37.09 - $62.41 $70.2K - $118K
11.4K $453K
SNN
Smith & Nephew PLC

Healthcare
2.2K
+ 6.77%
$24.29 - $30.81 $53.4K - $67.7K
34.6K $851K
IOT
Samsara Inc.

Technology
180
+ 0.47%
$42.67 - $56.35 $7.68K - $10.1K
38.2K $1.67M
AVAV
Aero Vironment Inc

Industrials
232
+ 5.48%
$153.72 - $235.17 $35.7K - $54.6K
4.47K $687K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
157
+ 0.54%
$62.71 - $68.47 $9.85K - $10.7K
29K $1.82M
CHMI
Cherry Hill Mortgage Investment Corp

Real Estate
121K
+ 24.4%
$2.52 - $3.48 $306K - $423K
619K $1.63M
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
34
+ 0.22%
$36.84 - $53.4 $1.25K - $1.82K
15.4K $571K
FNDA
Schwab Fundamental U S Small C

ETFs
26.1K
+ 81.96%
$29.26 - $59.11 $764K - $1.54M
58K $1.72M
EMQQ
Emqq Emerging Markets Internet

ETFs
4.03K
+ 5.99%
$34.48 - $41.58 $139K - $167K
71.2K $2.46M
NNN
National Retail Properties, Inc.

Real Estate
22
+ 0.09%
$39.77 - $49.34 $875 - $1.09K
23.7K $966K
AGL
Agilon Health, Inc.

Healthcare
313
+ 0.33%
$1.57 - $3.67 $491 - $1.15K
95.4K $181K
CAL
Caleres Inc

Consumer Cyclical
287
+ 1.4%
$22.45 - $33.92 $6.44K - $9.74K
20.8K $481K
MOH
Molina Healthcare, Inc.

Healthcare
271
+ 5.25%
$274.73 - $341.91 $74.5K - $92.7K
5.44K $1.58M
SJM
J M Smucker CO

Consumer Defensive
3.41K
+ 6.51%
$106.92 - $121.75 $364K - $415K
55.8K $6.14M
BXP
Boston Properties Inc

Real Estate
342
+ 0.9%
$73.33 - $89.72 $25.1K - $30.7K
38.4K $2.86M
FIGS
Figs, Inc.

Consumer Cyclical
488
+ 0.15%
$4.67 - $6.75 $2.28K - $3.29K
330K $2.04M
XLRE
Select Sector Spdr Tr Real Est

ETFs
13.9K
+ 7.06%
$40.06 - $45.21 $557K - $629K
211K $8.58M
MTG
Mgic Investment Corp

Financial Services
2.21K
+ 1.49%
$23.32 - $26.4 $51.5K - $58.3K
151K $3.57M
DINO
Hf Sinclair Corp

Energy
1.9K
+ 6.03%
$33.69 - $47.67 $63.9K - $90.4K
33.3K $1.17M
EXR
Extra Space Storage Inc.

Real Estate
420
+ 4.22%
$142.35 - $178.32 $59.8K - $74.9K
10.4K $1.55M
OLN
Olin Corp

Basic Materials
1.37K
+ 6.75%
$33.13 - $47.98 $45.5K - $65.9K
21.7K $734K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4.55K
+ 5.32%
$131.66 - $144.0 $599K - $655K
90.1K $11.9M
SCHA
Schwab Strategic Tr Us Small C

ETFs
577K
+ 97.48%
$25.33 - $51.16 $14.6M - $29.5M
1.17M $30.2M
YOU
Clear Secure, Inc.

Technology
380
+ 0.93%
$25.61 - $38.45 $9.73K - $14.6K
41.4K $1.1M
GOLD
Barrick Gold Corp

Basic Materials
1.6K
+ 2.46%
$15.23 - $21.19 $24.4K - $34K
66.8K $1.04M
EGP
Eastgroup Properties Inc

Real Estate
314
+ 2.6%
$158.74 - $185.14 $49.8K - $58.1K
12.4K $1.99M
SCHO
Schwab Short Term Us Treasury

ETFs
29.4K
+ 72.91%
$24.06 - $48.88 $708K - $1.44M
69.8K $1.68M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
458
+ 3.87%
$27.45 - $55.56 $12.6K - $25.4K
12.3K $347K
NTAP
Net App, Inc.

Technology
1.07K
+ 1.69%
$115.31 - $131.11 $123K - $140K
64.2K $7.46M
HOLX
Hologic Inc

Healthcare
1.52K
+ 2.93%
$70.76 - $83.72 $107K - $127K
53.3K $3.84M
EIX
Edison International

Utilities
351
+ 0.63%
$77.93 - $88.36 $27.4K - $31K
56.3K $4.49M
DG
Dollar General Corp

Consumer Defensive
95
+ 0.19%
$73.27 - $84.47 $6.96K - $8.02K
48.8K $3.7M
AOS
Smith A O Corp

Industrials
5.97K
+ 14.77%
$68.02 - $88.94 $406K - $531K
46.4K $3.17M
SCHV
Schwab Strategic Tr Us Large C

ETFs
35.1K
+ 136.22%
$25.79 - $80.4 $904K - $2.82M
60.8K $1.59M
NTES
Net Ease, Inc.

Communication Services
169
+ 0.14%
$76.28 - $104.26 $12.9K - $17.6K
117K $10.4M
AAXJ
Ishares Msci All Country Asia

ETFs
448
+ 0.54%
$72.15 - $82.16 $32.3K - $36.8K
84.1K $6.07M
KEX
Kirby Corp

Industrials
140
+ 0.45%
$104.14 - $130.55 $14.6K - $18.3K
30.9K $3.27M
DFIC
Dimensional ETF Tr Dimensional

ETFs
9
+ 0.0%
$25.61 - $28.0 $230 - $252
231K $5.96M
GUNR
Flexshares Tr Morningstar Glob

ETFs
374
+ 0.32%
$36.15 - $41.9 $13.5K - $15.7K
117K $4.27M
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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