Ci Private Wealth, LLC Incresed Positions in Q3 2024

Ci Private Wealth, LLC

  • $69.4 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Cooper Cos Inc
79.7K
+ 192.38%
N/A
121K $0
Core Laboratories Inc
127
+ 1.18%
N/A
10.9K $0
Crane Company
1.55K
+ 9.77%
N/A
17.4K $0
CRH.L
Crh PLC

Basic Materials
2.58K
+ 13.0%
N/A
22.4K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
732
+ 1.23%
N/A
60K $0
DFSB
Dimensional ETF Tr Dimensional
3.03K
+ 3.02%
N/A
103K $0
Dimensional ETF Trust
196
+ 3.66%
N/A
5.56K $0
DFSU
Dimensional ETF Tr Dimen Us Su
1.67K
+ 0.83%
N/A
203K $0
Dimensional ETF Trust
376K
+ 9.54%
N/A
4.32M $0
DFSI
Dimensional ETF Tr Dimen Intl
6.65K
+ 5.25%
N/A
133K $0
Flutter Entmt PLC
36
+ 0.85%
N/A
4.25K $0
Ge Healthcare Technologies I
2.93K
+ 5.25%
N/A
58.7K $0
Ge Vernova Inc
4.74K
+ 9.13%
N/A
56.6K $0
Gohealth Inc
500
+ 0.31%
N/A
162K $0
Gsk PLC
6.4K
+ 8.09%
N/A
85.4K $0
Healthcare Rlty Tr
1.9K
+ 11.06%
N/A
19.1K $0
PDEC
Innovator U.S. Equity Power Bu
774
+ 10.63%
N/A
8.06K $0
PSJ
Invesco Exchange Traded Fd Tr

ETFs
3.54K
+ 18.62%
N/A
22.6K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
1.66K
+ 25.59%
N/A
8.13K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
3.23K
+ 45.84%
N/A
10.3K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
2.86K
+ 12.37%
N/A
26K $0
Jacobs Solutions Inc
5.41K
+ 1.94%
N/A
284K $0
Janus Detroit Str Tr
19.6K
+ 31.0%
N/A
83K $0
Kenvue Inc
94.9K
+ 26.48%
N/A
453K $0
Knife River Corp
1.48K
+ 41.63%
N/A
5.03K $0
Labcorp Holdings Inc
6.44K
+ 23.49%
N/A
33.8K $0
LENB
Lennar Corporation Cl B
2.36K
+ 110.04%
N/A
4.5K $0
Liberty Global LTD
3.26K
+ 9.41%
N/A
37.9K $0
Liberty Media Corp Del
3.1K
+ 52.01%
N/A
9.05K $0
Lufax Holding LTD
358
+ 2.48%
N/A
14.8K $0
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
5
+ 0.17%
$95.75 - $118.1 $479 - $591
2.9K $322K
Manager Directed Portfolios
226
+ 0.55%
N/A
41K $0
Masterbrand Inc
7.39K
+ 63.79%
N/A
19K $0
MOGA
Moog Inc Cla
2.15K
+ 84.59%
N/A
4.69K $0
Msp Recovery Inc
158K
+ 15.48%
N/A
1.18M $0
ROOF
Indexiq ETF Trust Iq Cbre Next
3.84K
+ 15.03%
N/A
29.4K $0
Nuveen Churchill Direct Lend
1.76M
+ 243.46%
N/A
2.48M $0
Oaktree Specialty Lending CO
6.17K
+ 27.34%
N/A
28.7K $0
Phinia Inc
1.75K
+ 25.53%
N/A
8.59K $0
PBDC
Putnam ETF Tr Bdc Income Etf(D
21.2K
+ 201.5%
N/A
31.7K $0
Qiagen Nv
112
+ 1.28%
N/A
8.86K $0
Rb Global Inc
785
+ 3.42%
N/A
23.8K $0
Safehold Inc
84
+ 0.63%
N/A
13.3K $0
Schwab Charles Family Fd
438K
+ 2.47%
N/A
18.1M $0
Smartkem Inc
715
+ 3.58%
N/A
20.7K $0
Sndl Inc
4
+ 0.01%
N/A
39.4K $0
STEL
Stellar Bancorp Inc
8
+ 0.05%
N/A
15.2K $0
Vanguard Wellington Fd
11.1K
+ 400.32%
N/A
13.9K $0
Veralto Corp
1.42K
+ 1.24%
N/A
116K $0
Activity Summary
Buys All Purchases 1443 New Holdings 234 Increased Positions 1209 Sells All Sells 845 Reductions 845 Sold out 0 Options Calls 21 Puts 25
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