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
XLY
Select Sector Spdr Consumer Di

ETFs
-8.15K
- 7.96%
$170.05 - $200.86 $1.39M - $1.64M
94.2K $18.9M
PFF
Ishares Trust Ishares Pfd And

ETFs
-36.2K
- 4.31%
$31.18 - $33.5 $1.13M - $1.21M
804K $26.7M
LYV
Live Nation Entertainment, Inc.

Communication Services
-3.04K
- 8.73%
$88.06 - $109.5 $268K - $333K
31.8K $3.48M
VOT
Vanguard Mid Cap Growth Index

ETFs
-712
- 2.54%
$218.05 - $243.47 $155K - $173K
27.3K $6.66M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-1.6K
- 2.35%
$75.88 - $83.21 $122K - $133K
66.5K $5.54M
TRP
Tc Energy Corp

Energy
-1.89K
- 5.85%
$37.48 - $47.9 $70.7K - $90.4K
30.4K $1.44M
BAX
Baxter International Inc

Healthcare
-2.49K
- 3.51%
$32.85 - $40.26 $81.8K - $100K
68.5K $2.6M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-955
- 2.06%
$71.9 - $79.86 $68.7K - $76.3K
45.4K $3.6M
HLMN
Hillman Solutions Corp.

Industrials
-1.94K
- 1.28%
$8.66 - $10.66 $16.8K - $20.7K
150K $1.58M
IDU
Ishares Tr U S Utils ETF

ETFs
-1.14K
- 4.51%
$87.2 - $102.21 $99.4K - $117K
24.1K $2.46M
AWI
Armstrong World Industries Inc

Industrials
-55
- 0.39%
$111.43 - $132.72 $6.13K - $7.3K
14.1K $1.85M
ESQ
Esquire Financial Holdings, Inc.

Financial Services
-591
- 3.55%
$46.16 - $65.21 $27.3K - $38.5K
16.1K $1.05M
HYG
Ishares Tr

ETFs
-954
- 0.9%
$76.72 - $80.36 $73.2K - $76.7K
105K $8.44M
SNA
Snap On Inc

Industrials
-1.4K
- 5.92%
$255.35 - $289.77 $357K - $405K
22.2K $6.43M
AOR
Ishares Tr Core Growth Allocat

ETFs
-295
- 0.3%
$55.15 - $59.31 $16.3K - $17.5K
98.1K $5.81M
UDOW
Proshares Trust Proshrs Ultrap

ETFs
-495
- 2.65%
$74.72 - $96.1 $37K - $47.6K
18.2K $1.74M
FSLR
First Solar, Inc.

Technology
-108
- 0.81%
$205.36 - $255.78 $22.2K - $27.6K
13.2K $3.3M
SPXC
Spx Corp

Industrials
-1.79K
- 5.32%
$139.19 - $164.35 $249K - $294K
31.8K $5.07M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-2.99K
- 4.78%
$97.19 - $109.09 $291K - $326K
59.6K $6.45M
AFG
American Financial Group Inc

Financial Services
-250
- 0.86%
$119.65 - $137.03 $29.9K - $34.3K
28.8K $3.88M
CATH
Global X Fds Global X S&P 500

ETFs
-3.08K
- 2.35%
$62.26 - $69.39 $192K - $214K
128K $8.86M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
-36
- 0.08%
$71.31 - $80.0 $2.57K - $2.88K
44.8K $3.58M
AN
Autonation, Inc.

Consumer Cyclical
-811
- 3.46%
$156.14 - $190.72 $127K - $155K
22.6K $4.05M
VOX
Vanguard Communication Service

ETFs
-2.3K
- 2.54%
$129.82 - $145.39 $299K - $335K
88.4K $12.9M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-23
- 0.13%
$41.77 - $67.84 $961 - $1.56K
18.3K $1.17M
CFG
Citizens Financial Group Inc

Financial Services
-2.97K
- 3.38%
$35.24 - $43.24 $104K - $128K
84.7K $3.48M
EFV
Msci Eafe Value ETF

ETFs
-14.6K
- 5.55%
$51.72 - $57.96 $753K - $844K
248K $14.3M
AES
Aes Corp

Utilities
-4.08K
- 2.38%
$16.18 - $20.07 $66.1K - $82K
168K $3.37M
AIZ
Assurant, Inc.

Financial Services
-3.75K
- 11.06%
$161.28 - $199.95 $605K - $751K
30.2K $6M
VHT
Vanguard Health Care ETF

ETFs
-1.76K
- 3.3%
$261.88 - $288.1 $461K - $508K
51.6K $14.6M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-3.66K
- 4.18%
$33.89 - $41.64 $124K - $153K
84K $3.34M
EVR
Evercore Inc.

Financial Services
-138
- 1.52%
$211.0 - $258.67 $29.1K - $35.7K
8.92K $2.26M
MUB
Ishares National Muni Bond ETF

ETFs
-11.4K
- 1.46%
$106.13 - $108.7 $1.21M - $1.24M
771K $83.7M
ROAD
Construction Partners, Inc.

Industrials
-244
- 0.87%
$53.22 - $76.29 $13K - $18.6K
27.7K $1.93M
CVNA
Carvana Co.

Consumer Cyclical
-110
- 1.2%
$122.32 - $175.15 $13.5K - $19.3K
9.07K $1.58M
WDFC
Wd 40 CO

Basic Materials
-60
- 0.55%
$213.45 - $271.83 $12.8K - $16.3K
10.8K $2.78M
PRK
Park National Corp

Financial Services
-248
- 1.41%
$140.68 - $188.56 $34.9K - $46.8K
17.3K $2.9M
BALL
Ball Corp

Consumer Cyclical
-4.51K
- 4.88%
$58.86 - $67.91 $266K - $306K
87.9K $5.97M
EMLP
First Tr Exchange Traded Iv

ETFs
-158
- 0.11%
$30.38 - $34.0 $4.8K - $5.37K
138K $4.64M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-869
- 0.48%
$28.08 - $32.61 $24.4K - $28.3K
182K $5.74M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-8.58K
- 3.3%
$46.96 - $52.8 $403K - $453K
252K $13.1M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-391
- 0.47%
$106.11 - $113.72 $41.5K - $44.5K
83.2K $9.4M
FIS
Fidelity National Information Services, Inc.

Technology
-1K
- 1.58%
$72.8 - $85.04 $72.9K - $85.1K
62.3K $5.21M
XLB
Select Sector Spdr Fd Material

ETFs
-7.75K
- 5.22%
$86.95 - $97.09 $674K - $753K
141K $13.6M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.22K
- 0.85%
$39.47 - $49.4 $48.2K - $60.4K
142K $6.74M
ARW
Arrow Electronics Inc

Technology
-670
- 1.47%
$117.29 - $135.1 $78.6K - $90.5K
45K $5.97M
CNC
Centene Corp

Healthcare
-5.62K
- 5.7%
$64.89 - $80.23 $365K - $451K
93K $7M
CGGO
Capital Group Global Growth Eq

ETFs
-1.93K
- 0.26%
$27.25 - $30.52 $52.5K - $58.8K
733K $22.1M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-139
- 0.47%
$139.03 - $157.34 $19.3K - $21.9K
29.3K $4.62M
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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