Ci Private Wealth, LLC Purchases in Q2 2025

Ci Private Wealth, LLC

  • $76.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FMC
Fmc Corp

Basic Materials
413K
+ 2301.81%
$33.98 - $44.06 $14M - $18.2M
431K $18M
GNL
Global Net Lease, Inc.

Real Estate
2.22M
+ 4854.39%
$6.82 - $8.08 $15.1M - $17.9M
2.26M $17.1M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
181K
+ 301.84%
$91.43 - $91.74 $16.6M - $16.6M
241K $22.1M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
256K
+ 57.3%
N/A
702K $43.8M
VDE
Vanguard Energy ETF

ETFs
146K
+ 90.82%
$105.87 - $130.56 $15.5M - $19.1M
307K $36.6M
NEAR
Blackrock Short Maturity Bond

ETFs
306K
New
$50.41 - $51.17 $15.4M - $15.7M
306K $15.7M
CBOE
Cboe Global Markets, Inc.

Financial Services
64.1K
+ 378.59%
$205.81 - $234.23 $13.2M - $15M
81K $18.9M
SYY
Sysco Corp

Consumer Defensive
193K
+ 68.69%
$68.0 - $75.91 $13.1M - $14.7M
475K $36M
MUB
Ishares National Muni Bond ETF

ETFs
146K
+ 21.78%
$102.31 - $105.8 $15M - $15.5M
817K $85.4M
VOX
Vanguard Communication Service

ETFs
74.8K
+ 97.9%
$133.12 - $171.03 $9.96M - $12.8M
151K $25.9M
ETN
Eaton Corp PLC

Industrials
2.04K
+ 1.28%
$246.52 - $356.99 $503K - $728K
162K $57.7M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
152K
+ 104.52%
$70.44 - $86.87 $10.7M - $13.2M
297K $25.8M
URI
United Rentals, Inc.

Industrials
15.6K
+ 92.76%
$551.94 - $753.4 $8.61M - $11.8M
32.4K $24.4M
AVUV
American Centy ETF Tr Avantis

ETFs
135K
+ 33.58%
$75.17 - $91.21 $10.1M - $12.3M
536K $48.9M
FOUR
Shift4 Payments, Inc.

Technology
123K
+ 125.89%
$72.5 - $99.11 $8.88M - $12.1M
220K $21.8M
AMAT
Applied Materials Inc

Technology
187
+ 0.05%
$126.95 - $183.52 $23.7K - $34.3K
363K $66.5M
VAW
Vanguard Materials ETF

ETFs
68.4K
+ 87.06%
$163.82 - $196.64 $11.2M - $13.5M
147K $28.6M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
177K
+ 142.93%
$75.05 - $77.34 $13.3M - $13.7M
300K $23.2M
ECL
Ecolab Inc.

Basic Materials
3.25K
+ 0.41%
$225.65 - $270.95 $733K - $880K
795K $214M
ICE
Intercontinental Exchange, Inc.

Financial Services
23K
+ 2.75%
$151.62 - $183.47 $3.48M - $4.21M
857K $157M
ZS
Zscaler, Inc.

Technology
31K
+ 99.87%
$174.67 - $315.32 $5.42M - $9.78M
62K $19.5M
XLU
Utilities Sector Spdr

ETFs
158K
+ 115.48%
$73.09 - $82.77 $11.5M - $13M
294K $24M
XLB
Select Sector Spdr Fd Material

ETFs
148K
+ 116.22%
$74.27 - $88.92 $11M - $13.1M
275K $24.1M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
237K
+ 4.22%
$38.18 - $45.52 $9.04M - $10.8M
5.86M $256M
PM
Philip Morris International Inc.

Consumer Defensive
5.68K
+ 1.17%
$149.23 - $184.95 $848K - $1.05M
491K $89.4M
VXF
Vanguard Extended Market ETF

ETFs
57.4K
+ 102.05%
$150.43 - $192.71 $8.64M - $11.1M
114K $21.9M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
375K
+ 110.65%
$28.02 - $32.37 $10.5M - $12.2M
715K $22.7M
ACWI
Ishares Msci Acwi ETF

ETFs
50.4K
+ 11.82%
$103.59 - $128.6 $5.22M - $6.49M
477K $61.4M
STE
Steris PLC

Healthcare
45.1K
+ 82.57%
$208.55 - $252.55 $9.41M - $11.4M
99.8K $24M
SNPS
Synopsys Inc

Technology
17.8K
+ 65.22%
$380.9 - $517.66 $6.79M - $9.23M
45.2K $23.2M
ESI
Element Solutions Inc

Basic Materials
505K
+ 2285.46%
$17.5 - $22.96 $8.83M - $11.6M
527K $11.9M
WCN
Waste Connections, Inc.

Industrials
63.8K
+ 92.1%
$183.26 - $199.95 $11.7M - $12.8M
133K $24.8M
SMG
Scotts Miracle Gro CO

Basic Materials
163K
+ 733.98%
$48.21 - $66.48 $7.84M - $10.8M
185K $12.2M
VICI
Vici Properties Inc.

Real Estate
335K
+ 95.79%
$29.41 - $32.97 $9.86M - $11.1M
685K $22.3M
TGT
Target Corp

Consumer Defensive
126K
+ 45.02%
$88.76 - $105.77 $11.2M - $13.4M
407K $40.2M
XLC
Select Sector Spdr Tr Communic

ETFs
90.3K
+ 102.58%
$86.13 - $108.53 $7.78M - $9.8M
178K $19.4M
SHOP
Shopify Inc.

Technology
80K
+ 99.17%
$76.89 - $115.35 $6.15M - $9.23M
161K $18.5M
BRP
Brp Group, Inc.

Financial Services
270K
+ 100.11%
N/A
540K $21.6M
SUI
Sun Communities Inc

Real Estate
85.8K
+ 92.43%
$114.62 - $132.25 $9.83M - $11.3M
179K $22.6M
VHT
Vanguard Health Care ETF

ETFs
45.5K
+ 100.78%
$236.71 - $261.92 $10.8M - $11.9M
90.6K $22.5M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
104K
+ 34.52%
$100.35 - $100.71 $10.5M - $10.5M
406K $40.9M
TPL
Texas Pacific Land Corp

Energy
10.5K
+ 288.95%
$1036.28 - $1430.55 $10.9M - $15M
14.2K $15M
VTWO
Vanguard Russell 2000 ETF

ETFs
109K
+ 133.44%
$70.56 - $87.22 $7.72M - $9.54M
191K $16.7M
SPG
Simon Property Group Inc

Real Estate
65.2K
+ 85.8%
$140.37 - $171.44 $9.15M - $11.2M
141K $22.7M
VIS
Vanguard Industrial ETF

ETFs
32.3K
+ 101.2%
$220.04 - $280.07 $7.1M - $9.03M
64.1K $18M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
74K
+ 82.9%
$121.58 - $136.74 $9M - $10.1M
163K $22.2M
SLB
Schlumberger Limited

Energy
683K
+ 41.71%
$31.95 - $42.2 $21.8M - $28.8M
2.32M $78.5M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
35.8K
+ 18.42%
$113.67 - $150.4 $4.06M - $5.38M
230K $34.6M
EFG
Msci Eafe Growth ETF

ETFs
59.5K
+ 23.32%
$89.8 - $112.0 $5.34M - $6.66M
315K $35.2M
Activity Summary
Buys All Purchases 1648 New Holdings 368 Increased Positions 1280 Sells All Sells 773 Reductions 773 Sold out 0 Options Calls 11 Puts 10
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