Ci Private Wealth, LLC Incresed Positions in Q2 2024

Ci Private Wealth, LLC

  • $56.4 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
5.6K
+ 40.82%
$49.92 - $50.63 $280K - $284K
19.3K $973K
GSAT
Globalstar, Inc.

Communication Services
401K
+ 80.2%
$1.03 - $1.36 $413K - $545K
901K $1.01M
GDDY
Go Daddy Inc.

Technology
1.13K
+ 20.59%
$120.12 - $142.04 $136K - $161K
6.63K $926K
SAN
Banco Santander, S.A.

Financial Services
73.4K
+ 22.9%
$4.57 - $5.25 $336K - $386K
394K $1.82M
IWY
Ishares Tr Russell 200 Growth

ETFs
9
+ 0.06%
$183.56 - $216.15 $1.65K - $1.95K
13.9K $2.98M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
9.75K
+ 53.85%
$26.31 - $27.9 $256K - $272K
27.8K $760K
EXPO
Exponent Inc

Industrials
1.62K
+ 17.15%
$77.73 - $97.13 $126K - $157K
11K $1.05M
OGN
Organon & Co.

Healthcare
6.28K
+ 8.59%
$17.45 - $21.96 $110K - $138K
79.3K $1.64M
PAVE
Global X Fds Us Infrastructure

ETFs
9.7K
+ 28.27%
$36.91 - $39.72 $358K - $385K
44K $1.63M
NVR
Nvr Inc

Consumer Cyclical
49
+ 22.58%
$7335.26 - $8026.27 $359K - $393K
266 $2.02M
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.25K
+ 9.16%
$87.78 - $94.67 $373K - $403K
50.7K $4.65M
FTI
Technip Fmc PLC

Energy
9.35K
+ 109.81%
$24.25 - $26.95 $227K - $252K
17.9K $467K
AI
C3.Ai, Inc.

Technology
7.06K
+ 30.34%
$20.5 - $31.62 $145K - $223K
30.3K $878K
BXSL
Blackstone Secured Lending Fund

Financial Services
8.42K
+ 38.93%
$30.45 - $32.5 $256K - $274K
30K $919K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.4K
+ 4.33%
$87.24 - $97.37 $122K - $136K
33.7K $3.26M
DGX
Quest Diagnostics Inc

Healthcare
734
+ 1.93%
$125.91 - $144.34 $92.4K - $106K
38.7K $5.3M
ZS
Zscaler, Inc.

Technology
1.29K
+ 8.83%
$156.65 - $192.19 $203K - $249K
15.9K $3.06M
USRT
Ishares Core U.S. Reit ETF

ETFs
7.37K
+ 1.12%
$49.35 - $53.7 $364K - $396K
664K $35.5M
SNY
Sanofi

Healthcare
5.01K
+ 5.38%
$45.39 - $50.36 $227K - $252K
98.1K $4.76M
NOK
Nokia Corp

Technology
55.3K
+ 58.7%
$3.3 - $3.98 $183K - $220K
150K $565K
OPCH
Option Care Health, Inc.

Healthcare
73.2K
+ 23.8%
$27.7 - $32.79 $2.03M - $2.4M
380K $10.5M
EXR
Extra Space Storage Inc.

Real Estate
835
+ 6.98%
$132.46 - $159.33 $111K - $133K
12.8K $1.99M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
5.24K
+ 16.28%
$72.44 - $82.58 $380K - $433K
37.4K $2.84M
FLSW
Franklin Templeton ETF Tr

ETFs
6.22K
+ 12.26%
$31.16 - $34.85 $194K - $217K
56.9K $1.89M
REET
Ishares Global Reit ETF

ETFs
17.6K
+ 4.15%
$21.86 - $23.58 $384K - $414K
441K $10.3M
GWRE
Guidewire Software, Inc.

Technology
340
+ 4.12%
$107.64 - $137.89 $36.6K - $46.9K
8.59K $1.18M
NEXT
Next Decade Corp.

Energy
21.7K
+ 103.11%
$5.37 - $8.02 $116K - $174K
42.7K $338K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
490
+ 0.56%
$32.03 - $37.24 $15.7K - $18.2K
87.7K $2.97M
DAN
Dana Inc

Consumer Cyclical
18.5K
+ 134.87%
$11.87 - $14.12 $219K - $261K
32.2K $389K
MEDP
Medpace Holdings, Inc.

Healthcare
507
+ 54.17%
$372.0 - $424.34 $189K - $215K
1.44K $594K
IBRX
Immunity Bio, Inc.

Healthcare
550
+ 0.25%
$4.82 - $9.15 $2.65K - $5.03K
222K $1.4M
SPTS
Spdr Portfolio Short Term Trea

ETFs
7.44K
+ 61.75%
$28.65 - $28.88 $213K - $215K
19.5K $562K
UFPI
Ufp Industries Inc

Basic Materials
3.58K
+ 21.13%
$109.28 - $124.0 $391K - $444K
20.5K $2.3M
NIO
Nio Inc.

Consumer Cyclical
52K
+ 492.92%
$3.8 - $5.79 $198K - $301K
62.6K $260K
DAL
Delta Air Lines, Inc.

Industrials
5.73K
+ 4.1%
$45.88 - $53.26 $263K - $305K
145K $6.9M
SCM
Stellus Capital Investment Corp

Financial Services
12.3K
+ 22.33%
$12.97 - $14.35 $160K - $177K
67.6K $927K
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
6.77K
+ 7.5%
$17.66 - $18.85 $119K - $128K
97K $1.81M
HSBC
Hsbc Holdings PLC

Financial Services
172
+ 0.36%
$39.31 - $45.4 $6.76K - $7.81K
47.6K $2.07M
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
3.5K
+ 29.31%
$33.89 - $45.47 $118K - $159K
15.4K $664K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
1.76K
+ 1.75%
$25.39 - $27.96 $44.8K - $49.3K
102K $2.81M
CRBG
Corebridge Financial, Inc.

Financial Services
5.88K
+ 7.6%
$26.37 - $32.51 $155K - $191K
83.2K $2.42M
HLI
Houlihan Lokey, Inc.

Financial Services
389
+ 1.74%
$122.38 - $136.8 $47.6K - $53.2K
22.7K $3.06M
VGLT
Vanguard Long Term Treasury Et

ETFs
9.98K
+ 4.15%
$55.25 - $59.25 $551K - $591K
251K $14.5M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
151
+ 4.63%
$109.32 - $192.34 $16.5K - $29K
3.41K $607K
SPIB
Spdr Portfolio Intermediate Te

ETFs
6.33K
+ 8.9%
$32.02 - $32.68 $203K - $207K
77.5K $2.52M
BEPC
Brookfield Renewable Corp

Utilities
5.73K
+ 66.53%
$21.57 - $32.37 $124K - $185K
14.3K $406K
UAL
United Airlines Holdings, Inc.

Industrials
3.19K
+ 6.21%
$41.04 - $55.09 $131K - $176K
54.5K $2.65M
SCHP
Schwab Strategic Us Tips ETF

ETFs
3.78K
+ 17.6%
$51.1 - $52.24 $193K - $198K
25.3K $1.31M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
397
+ 3.72%
$144.17 - $170.65 $57.2K - $67.7K
11.1K $1.75M
Activity Summary
Buys All Purchases 1210 New Holdings 140 Increased Positions 1070 Sells All Sells 926 Reductions 926 Sold out 0 Options Calls 0 Puts 4
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