Ci Private Wealth, LLC Incresed Positions in Q4 2024

Ci Private Wealth, LLC

  • $65.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CWH
Camping World Holdings, Inc.

Consumer Cyclical
244
+ 2.32%
$20.06 - $25.14 $4.89K - $6.13K
10.8K $227K
MNDY
Monday.Com Ltd.

Technology
138
+ 9.84%
$224.69 - $324.31 $31K - $44.8K
1.54K $362K
GRFS
Grifols Sa

Healthcare
5.04K
+ 10.99%
$6.99 - $9.55 $35.2K - $48.1K
50.9K $378K
ERX
Direxion Daily Energy Bull 2 X

ETFs
2
+ 0.02%
$52.24 - $71.63 $104 - $143
8.59K $478K
FFIN
First Financial Bankshares Inc

Financial Services
24
+ 0.07%
$35.49 - $43.05 $852 - $1.03K
34K $1.23M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
1
+ 0.02%
$108.6 - $115.42 $109 - $115
5.91K $645K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
1.49K
+ 3.98%
$17.41 - $19.29 $25.9K - $28.7K
38.9K $677K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
649
+ 1.92%
$42.79 - $44.9 $27.8K - $29.1K
34.4K $1.48M
SPSC
Sps Commerce Inc

Technology
4
+ 0.12%
$165.0 - $198.81 $660 - $795
3.32K $610K
CC
Chemours CO

Basic Materials
604
+ 4.71%
$16.82 - $21.94 $10.2K - $13.3K
13.4K $226K
GSFP
Goldman Sachs ETF Tr Goldman S
5
+ 0.04%
$30.62 - $33.29 $153 - $166
13.8K $425K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
331
+ 2.0%
$46.46 - $51.66 $15.4K - $17.1K
16.9K $814K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
2.42K
+ 6.54%
$56.61 - $61.63 $137K - $149K
39.4K $2.23M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
75
+ 0.24%
$63.23 - $66.65 $4.74K - $5K
30.9K $1.95M
PHO
Invesco Exchange Traded Fd Tr

ETFs
835
+ 4.17%
$65.79 - $72.14 $54.9K - $60.2K
20.9K $1.37M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
170
+ 1.78%
$60.27 - $66.27 $10.2K - $11.3K
9.74K $595K
AOK
Ishares Tr Core Conservative A

ETFs
184
+ 0.52%
$37.3 - $38.64 $6.86K - $7.11K
35.8K $1.34M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
160
+ 1.38%
$49.25 - $53.57 $7.88K - $8.57K
11.8K $582K
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
1.07K
+ 5.9%
$10.0 - $14.22 $10.7K - $15.2K
19.2K $200K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
8.57K
+ 7.14%
$26.16 - $29.13 $224K - $249K
129K $3.37M
ROCK
Gibraltar Industries, Inc.

Industrials
18
+ 0.42%
$58.67 - $73.99 $1.06K - $1.33K
4.35K $256K
RWR
Spdr Dow Jones Reit ETF

ETFs
193
+ 2.27%
$97.84 - $108.61 $18.9K - $21K
8.68K $858K
HLN
Haleon PLC

Healthcare
7.19K
+ 6.23%
$9.23 - $10.71 $66.4K - $77K
123K $1.17M
UHT
Universal Health Realty Income Trust

Real Estate
151
+ 2.32%
$36.47 - $45.19 $5.51K - $6.82K
6.67K $248K
KB
Kb Financial Group Inc.

Financial Services
394
+ 2.58%
$56.9 - $72.19 $22.4K - $28.4K
15.7K $892K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
6
+ 0.01%
$9.98 - $11.7 $59.9 - $70.2
47.9K $478K
PATK
Patrick Industries Inc

Consumer Cyclical
661
+ 35.83%
$82.71 - $146.16 $54.7K - $96.6K
2.51K $208K
ZEUS
Olympic Steel Inc

Basic Materials
68
+ 0.74%
$32.46 - $43.02 $2.21K - $2.93K
9.22K $302K
BPOP
Popular, Inc.

Financial Services
257
+ 1.98%
$88.46 - $102.59 $22.7K - $26.4K
13.2K $1.25M
MHO
M/I Homes, Inc.

Consumer Cyclical
207
+ 9.43%
$132.44 - $174.81 $27.4K - $36.2K
2.4K $319K
DIOD
Diodes Inc

Technology
328
+ 1.02%
$53.01 - $66.3 $17.4K - $21.7K
32.5K $2M
KWR
Quaker Chemical Corp

Basic Materials
149
+ 5.06%
$137.52 - $180.36 $20.5K - $26.9K
3.1K $435K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
2.24K
+ 5.33%
$54.29 - $59.49 $121K - $133K
44.2K $2.43M
WU
Western Union CO

Financial Services
702
+ 1.3%
$10.52 - $11.94 $7.39K - $8.38K
54.5K $577K
SSL
Sasol LTD

Basic Materials
374
+ 1.24%
$4.46 - $7.28 $1.67K - $2.72K
30.6K $139K
CBOE
Cboe Global Markets, Inc.

Financial Services
372
+ 2.37%
$191.61 - $217.84 $71.3K - $81K
16.1K $3.14M
CWT
California Water Service Group

Utilities
327
+ 3.6%
$45.33 - $54.6 $14.8K - $17.9K
9.42K $427K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
120
+ 3.64%
$97.45 - $121.28 $11.7K - $14.6K
3.42K $340K
IXJ
Ishares Global Healthcare ETF

ETFs
222
+ 3.03%
$85.65 - $98.34 $19K - $21.8K
7.55K $649K
BSY
Bentley Systems Inc

Technology
10
+ 0.06%
$46.59 - $51.09 $466 - $511
17.3K $807K
FBP
First Bancorp

Financial Services
12
+ 0.04%
$18.31 - $22.2 $220 - $266
28.1K $522K
LAMR
Lamar Advertising CO

Real Estate
333
+ 3.44%
$121.37 - $138.11 $40.4K - $46K
10K $1.22M
FLAX
Franklin Templeton ETF Tr Fran

ETFs
210
+ 0.54%
$22.72 - $25.91 $4.77K - $5.44K
39.3K $892K
SCHR
Schwab Intermediate Term Us Tr

ETFs
17.7K
+ 91.76%
$24.19 - $50.58 $428K - $895K
37K $897K
KSS
Kohls Corp

Consumer Cyclical
255
+ 2.15%
$13.86 - $20.95 $3.53K - $5.34K
12.1K $170K
CDE
Coeur Mining, Inc.

Basic Materials
10
+ 0.01%
$5.61 - $7.39 $56.1 - $73.9
69K $394K
EET
Proshares Tr Ultra Msci Emergi

ETFs
10
+ 0.13%
$50.48 - $64.73 $505 - $647
7.95K $401K
FITB
Fifth Third Bancorp

Financial Services
958
+ 0.44%
$41.76 - $48.44 $40K - $46.4K
219K $9.27M
DELL
Dell Technologies Inc.

Technology
2.65K
+ 2.26%
$111.96 - $144.21 $297K - $383K
120K $13.9M
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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