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
BX
Blackstone Inc.

Financial Services
11.1K
+ 3.22%
$148.45 - $199.05 $1.65M - $2.21M
356K $61.4M
AME
Ametek Inc

Industrials
42K
+ 39.14%
$165.89 - $197.38 $6.97M - $8.29M
149K $26.9M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
190K
+ 66.65%
$52.1 - $57.26 $9.88M - $10.9M
474K $24.7M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
329K
+ 20.7%
N/A
1.92M $48.8M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
91.3K
+ 1907.46%
$71.77 - $92.11 $6.55M - $8.41M
96.1K $8.73M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
162K
+ 30.32%
$50.67 - $50.9 $8.2M - $8.24M
696K $35.3M
FOUR
Shift4 Payments, Inc.

Technology
67.1K
+ 355.99%
$88.26 - $114.95 $5.93M - $7.72M
86K $8.93M
MSI
Motorola Solutions, Inc.

Technology
13.3K
+ 18.12%
$449.08 - $504.6 $5.97M - $6.71M
86.7K $40.1M
ATI
Allegheny Technologies Inc

Industrials
160K
+ 93.09%
$52.71 - $65.96 $8.44M - $10.6M
332K $18.3M
VGSH
Vanguard

ETFs
118K
+ 66.45%
$58.02 - $58.88 $6.87M - $6.97M
296K $17.2M
AVUS
American Centy ETF Tr Avantis

ETFs
51K
+ 5.66%
$94.36 - $102.06 $4.81M - $5.2M
952K $92.2M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
170K
+ 156.26%
$39.3 - $41.34 $6.7M - $7.04M
279K $11M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
17.5K
+ 2.63%
$201.32 - $217.44 $3.53M - $3.81M
684K $141M
PPA
Invesco Exchange Traded Fd Tr

ETFs
55.5K
+ 2892.34%
$113.79 - $124.5 $6.32M - $6.91M
57.5K $6.59M
AVIG
American Centy ETF Tr Avantis

ETFs
223K
+ 15.59%
$40.48 - $42.48 $9.05M - $9.49M
1.66M $67.2M
MBB
Ishares Tr

ETFs
81.4K
+ 25.09%
$91.26 - $95.82 $7.43M - $7.8M
406K $37.2M
ET
Energy Transfer LP

Energy
9.19K
+ 0.55%
$16.05 - $19.86 $148K - $183K
1.68M $32.9M
XLV
Select Sector Spdr Fund Health

ETFs
56.7K
+ 47.41%
$136.28 - $154.74 $7.73M - $8.77M
176K $24.3M
NDAQ
Nasdaq, Inc.

Financial Services
59K
+ 21.16%
$70.87 - $83.05 $4.18M - $4.9M
338K $26.1M
DFIV
Dimensional ETF Tr

ETFs
351K
+ 13.21%
$34.86 - $37.97 $12.2M - $13.3M
3.01M $107M
GILD
Gilead Sciences, Inc.

Healthcare
1.16K
+ 0.18%
$83.95 - $97.9 $97.6K - $114K
633K $58.5M
XLI
Industrial Sector Spdr

ETFs
45.2K
+ 36.85%
$131.76 - $143.99 $5.95M - $6.51M
168K $22.1M
BK
Bank Of New York Mellon Corp

Financial Services
51.9K
+ 18.31%
$70.82 - $81.87 $3.68M - $4.25M
336K $25.8M
CDNS
Cadence Design Systems Inc

Technology
1.69K
+ 1.02%
$249.1 - $324.54 $421K - $549K
167K $50.3M
VNQ
Vanguard Specialized Funds Van

ETFs
153K
+ 15.46%
$87.85 - $98.6 $13.4M - $15M
1.14M $102M
XLE
Energy Sector Spdr

ETFs
79.2K
+ 11.58%
$83.32 - $97.27 $6.59M - $7.7M
762K $65.3M
C
Citigroup Inc

Financial Services
17.6K
+ 3.91%
$61.31 - $72.5 $1.08M - $1.28M
467K $32.9M
WSM
Williams Sonoma Inc

Consumer Cyclical
6.76K
+ 6.3%
$129.13 - $198.21 $873K - $1.34M
114K $21.1M
DE
Deere & CO

Industrials
4.21K
+ 1.12%
$389.45 - $466.0 $1.64M - $1.96M
382K $162M
APP
App Lovin Corp

Technology
2.59K
+ 15.28%
$130.67 - $401.5 $339K - $1.04M
19.6K $6.33M
EPD
Enterprise Products Partners L.P.

Energy
29.2K
+ 2.07%
$28.66 - $34.43 $836K - $1M
1.44M $45M
GM
General Motors CO

Consumer Cyclical
22.5K
+ 6.79%
$44.82 - $60.2 $1.01M - $1.35M
354K $18.8M
ZM
Zoom Video Communications, Inc.

Technology
44.1K
+ 265.06%
$67.21 - $89.03 $2.96M - $3.93M
60.8K $4.96M
APH
Amphenol Corp

Technology
29.3K
+ 8.23%
$62.07 - $75.35 $1.82M - $2.21M
386K $26.8M
VST
Vistra Corp.

Utilities
7.77K
+ 6.05%
$115.74 - $166.61 $900K - $1.29M
136K $18.8M
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.18K
+ 3.49%
$229.85 - $335.91 $271K - $396K
35K $11.4M
VGLT
Vanguard Long Term Treasury Et

ETFs
114K
+ 25.62%
$55.1 - $61.74 $6.27M - $7.03M
558K $30.9M
NVT
N Vent Electric PLC

Industrials
47.8K
+ 198.08%
$67.69 - $79.19 $3.23M - $3.78M
71.9K $4.9M
AJG
Arthur J. Gallagher & Co.

Financial Services
10.2K
+ 13.78%
$278.49 - $315.16 $2.83M - $3.2M
83.9K $23.8M
SYK
Stryker Corp

Healthcare
11.9K
+ 1.1%
$345.14 - $392.15 $4.1M - $4.66M
1.1M $395M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
19.5K
+ 18.47%
$124.61 - $133.96 $2.43M - $2.61M
125K $16.1M
SAP
Sap Se

Technology
9.28K
+ 32.1%
$218.13 - $255.54 $2.02M - $2.37M
38.2K $9.4M
TYL
Tyler Technologies Inc

Technology
4.81K
+ 87.17%
$576.64 - $635.69 $2.77M - $3.06M
10.3K $5.96M
FRME
First Merchants Corp

Financial Services
67.7K
+ 623.47%
$35.52 - $44.97 $2.41M - $3.05M
78.6K $3.14M
WTTR
Select Energy Services, Inc.

Energy
201K
+ 764.23%
$10.31 - $15.0 $2.07M - $3.01M
227K $3M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.85K
+ 10.47%
$275.15 - $388.2 $785K - $1.11M
30.1K $10.3M
UPWK
Upwork, Inc

Industrials
150K
+ 659.9%
$10.05 - $17.51 $1.51M - $2.62M
173K $2.82M
FISV
Fiserv Inc

Technology
20.5K
+ 4.53%
N/A
474K $59.4M
AVDV
American Centy ETF Tr Avantis

ETFs
113K
+ 13.2%
$63.85 - $70.4 $7.19M - $7.93M
966K $62.9M
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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