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
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.59K
+ 2.17%
$283.28 - $314.39 $1.02M - $1.13M
169K $53.2M
SCHA
Schwab Strategic Tr Us Small C

ETFs
31.8K
+ 5.67%
$46.9 - $51.96 $1.49M - $1.65M
592K $30.5M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
9.94K
+ 3.7%
$117.9 - $128.2 $1.17M - $1.27M
279K $35.8M
IFF
International Flavors & Fragrances Inc

Basic Materials
11.9K
+ 4.53%
$93.14 - $105.12 $1.11M - $1.25M
274K $28.8M
HII
Huntington Ingalls Industries, Inc.

Industrials
13.1K
+ 97.87%
$241.93 - $282.86 $3.16M - $3.7M
26.4K $6.98M
HPQ
Hp Inc

Technology
92.5K
+ 29.51%
$32.02 - $38.11 $2.96M - $3.52M
406K $14.6M
VPU
Vanguard Utilities ETF

ETFs
2.06K
+ 1.75%
$146.64 - $174.54 $302K - $360K
120K $20.8M
EEM
Ishares Msci Emerging Markets

ETFs
11.9K
+ 1.37%
$40.42 - $46.7 $483K - $558K
883K $40.5M
KEY
Keycorp

Financial Services
132K
+ 29.24%
$13.95 - $17.34 $1.84M - $2.29M
583K $9.76M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
33K
+ 73.17%
$100.09 - $100.69 $3.31M - $3.33M
78.2K $7.87M
O
Realty Income Corp

Real Estate
25.8K
+ 16.36%
$52.36 - $63.42 $1.35M - $1.64M
183K $11.6M
DEO
Diageo PLC

Consumer Defensive
13.8K
+ 14.85%
$120.02 - $140.77 $1.66M - $1.94M
107K $15M
GLW
Corning Inc

Technology
3.12K
+ 0.64%
$37.76 - $46.2 $118K - $144K
493K $22.2M
DISV
Dimensional ETF Tr Dimensional

ETFs
34K
+ 3.28%
$26.06 - $29.18 $887K - $993K
1.07M $31.1M
IYW
Ishares Dj Us Tech ETF

ETFs
20.4K
+ 26.23%
$133.16 - $158.73 $2.72M - $3.24M
98.2K $14.9M
VCYT
Veracyte, Inc.

Healthcare
69.1K
+ 108.62%
$21.0 - $35.25 $1.45M - $2.44M
133K $4.52M
RSG
Republic Services, Inc.

Industrials
3.93K
+ 1.11%
$189.34 - $208.21 $744K - $818K
358K $71.9M
IWC
Russell Micro Cap ETF

ETFs
7.38K
+ 3.18%
$112.21 - $129.46 $828K - $955K
239K $29.5M
VIG
Vanguard Dividend Appreciation

ETFs
18.7K
+ 1.95%
$182.15 - $182.15 $3.41M - $3.41M
978K $178M
IVW
Ishares S&P 500 Growth ETF

ETFs
22.8K
+ 8.71%
$84.77 - $97.13 $1.93M - $2.21M
285K $27.2M
XEL
Xcel Energy Inc

Utilities
21.4K
+ 15.82%
$52.11 - $65.3 $1.12M - $1.4M
157K $10.2M
MBB
Ishares Tr

ETFs
18.5K
+ 6.03%
$90.85 - $96.66 $1.68M - $1.78M
325K $31.1M
LLY
Eli Lilly & CO

Healthcare
16.6K
+ 2.74%
$772.14 - $960.02 $12.8M - $15.9M
622K $551M
WMS
Advanced Drainage Systems, Inc.

Industrials
27.8K
+ 6.2%
$140.18 - $178.56 $3.9M - $4.97M
477K $75M
XLRE
Select Sector Spdr Tr Real Est

ETFs
43.3K
+ 28.17%
$38.04 - $45.36 $1.65M - $1.96M
197K $8.8M
STE
Steris PLC

Healthcare
2.25K
+ 2.27%
$213.51 - $247.14 $479K - $555K
101K $24.5M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
26.3K
+ 39.54%
$104.47 - $116.17 $2.74M - $3.05M
92.7K $10M
OTIS
Otis Worldwide Corp

Industrials
11.1K
+ 5.64%
$91.43 - $104.43 $1.01M - $1.16M
208K $21.6M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
7.59K
+ 0.84%
$25.45 - $29.53 $193K - $224K
910K $26.6M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
10.3K
+ 13.66%
$125.95 - $142.04 $1.3M - $1.46M
85.6K $12.2M
WFC
Wells Fargo & Company

Financial Services
135K
+ 7.85%
$51.58 - $60.97 $6.96M - $8.23M
1.85M $105M
AVSC
American Centy ETF Tr Avantis
33.1K
+ 17.18%
$49.07 - $56.13 $1.62M - $1.86M
225K $12.2M
OKE
Oneok Inc

Energy
10.1K
+ 5.9%
$78.62 - $95.27 $797K - $965K
182K $16.6M
MELI
Mercadolibre Inc

Consumer Cyclical
1.12K
+ 182.95%
$1591.44 - $2140.1 $1.78M - $2.39M
1.73K $3.54M
PPL
Ppl Corp

Utilities
32.4K
+ 12.3%
$27.36 - $33.08 $885K - $1.07M
296K $9.78M
SHOP
Shopify Inc.

Technology
16.3K
+ 19.56%
$52.26 - $80.75 $851K - $1.32M
99.5K $7.98M
URE
Proshares Ultra Real Estate

ETFs
28.6K
+ 196.3%
$55.98 - $78.14 $1.6M - $2.23M
43.1K $3.28M
IR
Ingersoll Rand Inc.

Industrials
5.54K
+ 2.13%
$86.9 - $100.4 $482K - $557K
266K $26.1M
KMI
Kinder Morgan, Inc.

Energy
36.6K
+ 4.95%
$19.72 - $22.22 $722K - $814K
776K $17.1M
KMB
Kimberly Clark Corp

Consumer Defensive
8.01K
+ 2.5%
$135.05 - $148.35 $1.08M - $1.19M
329K $46.8M
OMC
Omnicom Group Inc.

Communication Services
11.6K
+ 12.67%
$87.69 - $103.9 $1.01M - $1.2M
103K $10.6M
PRU
Prudential Financial Inc

Financial Services
17.2K
+ 19.46%
$105.53 - $127.32 $1.82M - $2.19M
106K $12.8M
INDA
Ishares Msci India Index Fund

ETFs
39.1K
+ 85.03%
$54.86 - $59.22 $2.15M - $2.32M
85.1K $4.98M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
41.5K
+ 12.05%
$33.74 - $37.96 $1.4M - $1.57M
386K $14.5M
BIDU
Baidu, Inc.

Communication Services
20.8K
+ 181.18%
$81.0 - $105.29 $1.68M - $2.19M
32.3K $3.4M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
849
+ 1.33%
$386.81 - $423.12 $328K - $359K
64.7K $27.4M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
28.1K
+ 2.16%
$48.06 - $49.39 $1.35M - $1.39M
1.33M $65.4M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
7.71K
+ 6.56%
$127.29 - $141.5 $981K - $1.09M
125K $17.5M
CASY
Caseys General Stores Inc

Consumer Cyclical
7.46K
+ 9.91%
$354.52 - $391.16 $2.64M - $2.92M
82.7K $31.1M
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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