Ci Private Wealth, LLC Reduced Holdings in Q3 2024

Ci Private Wealth, LLC

  • $69.4 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BOND
Pimco Active Bond Exchange Tra

ETFs
-132
- 3.94%
$90.01 - $95.32 $11.9K - $12.6K
3.22K $304K
FSCO
Fs Cr Opportunities Corp Com
-53
- 0.38%
N/A
14.1K $0
ALCC
Alt C Acquisition Corp.

Financial Services
-2.3K
- 0.36%
N/A
632K $0
Wk Kellogg CO
-2.61K
- 14.51%
N/A
15.4K $0
Tko Group Holdings Inc
-394
- 8.95%
N/A
4.01K $0
Sitio Royalties Corp
-33.3K
- 30.89%
N/A
74.4K $0
MINV
Matthews Asia Fds Asia Innovat
-9.07K
- 6.24%
N/A
136K $0
Fortrea Hldgs Inc
-1.14K
- 5.58%
N/A
19.2K $0
T Rowe Price ETF Inc
-4.17K
- 4.92%
N/A
80.6K $0
ILCG
Ishares Morningstar Growth ETF
-15.7K
- 13.23%
N/A
103K $0
Matthews Intl Fds
-59.7K
- 9.04%
N/A
601K $0
Celestica Inc
-50
- 0.66%
N/A
7.5K $0
Columbia ETF Tr Ii
-16.6K
- 40.19%
N/A
24.7K $0
NLOK
Norton Life Lock Inc.

Technology
-2
- -0.0%
N/A
130K $2.79M
WRE
Washington Real Estate Investment Trust
-5
- 0.05%
N/A
11.1K $196K
Corpay Inc
-8.32K
- 9.19%
N/A
82.2K $0
Fidelity Wise Origin Bitcoin
-2.33K
- 4.1%
N/A
54.6K $0
Dimensional ETF Trust
-460
- 8.21%
N/A
5.14K $0
Bunge Global Sa
-3.84K
- 21.02%
N/A
14.4K $0
Dimensional ETF Trust
-41.6K
- 1.99%
N/A
2.05M $0
GEFB
Greif, Inc. Cl B
-6
- 0.03%
N/A
23.6K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-37.3K
- 23.26%
N/A
123K $0
Atlas Energy Solutions Inc
-2.26K
- 18.56%
N/A
9.91K $0
Brookfield Infrastructure CO
-2.64K
- 20.7%
N/A
10.1K $0
Brookfield Asset Managmt LTD
-282K
- 19.48%
N/A
1.16M $0
Natwest Group PLC
-16.9K
- 24.85%
N/A
51.2K $0
Empire St Rlty Op L P
-57.1K
- 49.78%
N/A
57.6K $0
Ishares Bitcoin Trust ETF
-76.5K
- 23.66%
N/A
247K $0
Annaly Capital Management In
-623
- 2.83%
N/A
21.4K $0
Solventum Corp
-619
- 1.03%
N/A
59.6K $0
VUSB
Vanguard Bd Index Fds
-7.55K
- 3.37%
N/A
216K $0
UHALB
Amerco Com Ser N
-120K
- 52.35%
N/A
110K $0
HEIA
Heico Crp Cl A
-477
- 5.16%
N/A
8.76K $0
Linde PLC
-30K
- 5.57%
N/A
509K $0
Noble Corp PLC
-12.2K
- 27.46%
N/A
32.2K $0
Niocorp Devs LTD
-80
- 0.24%
N/A
33.4K $0
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
-6.17K
- 52.15%
N/A
5.66K $0
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-5.72K
- 6.38%
$11.52 - $12.52 $65.9K - $71.6K
83.9K $1.04M
FLEX
Flex Ltd.

Technology
-1.07K
- 11.55%
$28.1 - $34.0 $29.9K - $36.2K
8.16K $272K
SANM
Sanmina Corp

Technology
-65
- 2.13%
$62.98 - $75.33 $4.09K - $4.9K
2.99K $204K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-2.37K
- 4.78%
$11.72 - $12.38 $27.8K - $29.4K
47.3K $585K
WSR
Whitestone Reit

Real Estate
-175
- 0.9%
$12.84 - $14.31 $2.25K - $2.5K
19.2K $259K
OPEN
Opendoor Technologies Inc.

Real Estate
-811
- 3.05%
$1.6 - $2.92 $1.3K - $2.37K
25.8K $51K
NTNX
Nutanix, Inc.

Technology
-280
- 3.42%
$46.0 - $63.19 $12.9K - $17.7K
7.91K $468K
DOCN
Digital Ocean Holdings, Inc.

Technology
-1.66K
- 13.42%
$27.27 - $43.23 $45.4K - $71.9K
10.7K $433K
GNR
Spdr S&P Global Natural Resour

ETFs
-77
- 1.54%
$53.02 - $57.84 $4.08K - $4.45K
4.92K $283K
FNB
Fnb Corp

Financial Services
-752
- 2.18%
$13.41 - $15.55 $10.1K - $11.7K
33.7K $474K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
-113
- 3.12%
$65.26 - $75.5 $7.37K - $8.53K
3.51K $253K
AVA
Avista Corp

Utilities
-538
- 8.78%
$33.57 - $39.64 $18.1K - $21.3K
5.59K $216K
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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