Ci Private Wealth, LLC Sells in Q1 2025

Ci Private Wealth, LLC

  • $59.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-2.3K
- 4.25%
$20.2 - $22.24 $46.5K - $51.2K
51.8K $1.11M
AB
Alliancebernstein Holding L.P.

Financial Services
-1.3K
- 6.23%
$35.0 - $40.73 $45.5K - $52.9K
19.6K $750K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
-2.43K
- 14.16%
$8.24 - $8.68 $20K - $21.1K
14.7K $121K
NAVI
Navient Corp

Financial Services
-921
- 5.08%
$12.63 - $14.66 $11.6K - $13.5K
17.2K $217K
UGL
Pro Shares Trust Ii

ETFs
-1K
- 33.33%
$93.8 - $128.72 $93.8K - $129K
2K $257K
BFS
Saul Centers, Inc.

Real Estate
-70
- 0.97%
$35.47 - $38.54 $2.48K - $2.7K
7.17K $258K
CX
Cemex Sab De Cv

Basic Materials
-2.67K
- 1.4%
$5.36 - $6.78 $14.3K - $18.1K
188K $1.05M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-1.08K
- 1.87%
$113.59 - $123.29 $122K - $133K
56.4K $6.57M
VRA
Vera Bradley, Inc.

Consumer Cyclical
-512
- 4.38%
$2.25 - $3.91 $1.15K - $2K
11.2K $25K
EWA
Ishares Msci Australia ETF

ETFs
-533
- 3.98%
$23.02 - $25.66 $12.3K - $13.7K
12.9K $301K
EQR
Equity Residential

Real Estate
-9
- 0.01%
$66.98 - $75.02 $603 - $675
89.3K $6.39M
AWR
American States Water CO

Utilities
-307
- 3.81%
$70.84 - $80.98 $21.7K - $24.9K
7.74K $609K
AREC
American Resources Corp

Basic Materials
-5.44K
- 21.83%
$0.45 - $0.79 $2.45K - $4.3K
19.5K $9K
MRCY
Mercury Systems Inc

Industrials
-533
- 7.77%
$39.67 - $49.88 $21.1K - $26.6K
6.33K $272K
ALLE
Allegion PLC

Industrials
-95
- 1.15%
$123.79 - $135.5 $11.8K - $12.9K
8.17K $1.07M
BERY
Berry Global Group, Inc.

Consumer Cyclical
-717
- 10.51%
$64.35 - $73.03 $46.1K - $52.4K
6.1K $426K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-636
- 6.89%
$25.05 - $25.16 $15.9K - $16K
8.6K $216K
MGEE
Mge Energy Inc

Utilities
-115
- 3.47%
$85.7 - $94.18 $9.86K - $10.8K
3.2K $297K
HYD
Vaneck High Yield Muni ETF

ETFs
-171
- 2.51%
$50.79 - $52.53 $8.69K - $8.98K
6.66K $340K
ASR
Southeast Airport Group

Industrials
-131
- 9.25%
$255.27 - $294.28 $33.4K - $38.6K
1.29K $351K
CFFN
Capitol Federal Financial, Inc.

Financial Services
-715
- 2.73%
$5.56 - $6.2 $3.98K - $4.43K
25.5K $142K
RPV
Invesco Exchange Traded Fd Tr

ETFs
-475
- 3.16%
$89.33 - $95.17 $42.4K - $45.2K
14.6K $1.34M
SSL
Sasol LTD

Basic Materials
-492
- 1.61%
$4.07 - $5.4 $2K - $2.66K
30.1K $127K
SXT
Sensient Technologies Corp

Basic Materials
-408
- 6.82%
$67.31 - $77.4 $27.5K - $31.6K
5.57K $414K
RNA
Avidity Biosciences, Inc.

Healthcare
-512
- 4.86%
$27.05 - $35.11 $13.8K - $18K
10K $295K
DNN
Denison Mines Corp.

Energy
-875
- 4.19%
$1.3 - $2.1 $1.14K - $1.84K
20K $26K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-1.03K
- 1.59%
$8.11 - $8.58 $8.39K - $8.87K
64.1K $522K
PFFV
Global X Variable Rate Preferr

Technology
-485
- 3.48%
$23.51 - $24.14 $11.4K - $11.7K
13.5K $318K
TFSL
Tfs Financial Corp

Financial Services
-648
- 5.56%
$12.02 - $13.88 $7.79K - $8.99K
11K $136K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-428
- 4.41%
$29.72 - $31.94 $12.7K - $13.7K
9.29K $286K
AWI
Armstrong World Industries Inc

Industrials
-15
- 0.11%
$136.0 - $154.19 $2.04K - $2.31K
14.3K $2.01M
OSUR
Orasure Technologies Inc

Healthcare
-1.07K
- 4.21%
$3.06 - $4.11 $3.27K - $4.39K
24.3K $82K
SIGA
Siga Technologies Inc

Healthcare
-499
- 3.96%
$5.39 - $6.47 $2.69K - $3.23K
12.1K $66K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-254
- 0.95%
$47.6 - $51.91 $12.1K - $13.2K
26.5K $1.28M
ROCK
Gibraltar Industries, Inc.

Industrials
-118
- 2.71%
$56.2 - $67.05 $6.63K - $7.91K
4.23K $248K
ECH
Ishares Inc Mcsi Chile ETF

ETFs
-1.7K
- 18.81%
$24.56 - $30.94 $41.8K - $52.6K
7.34K $218K
AOA
Ishares Tr Core Aggressive All

ETFs
-76
- 0.34%
$75.7 - $80.01 $5.75K - $6.08K
22K $1.68M
INDB
Independent Bank Corp

Financial Services
-42
- 1.26%
$60.31 - $70.29 $2.53K - $2.95K
3.29K $206K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-437
- 6.59%
$64.47 - $70.13 $28.2K - $30.6K
6.19K $420K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-305
- 2.13%
$73.11 - $77.43 $22.3K - $23.6K
14K $1.06M
CSAN
Cosan S.A.

Energy
-494
- 3.11%
$4.71 - $5.84 $2.33K - $2.88K
15.4K $80K
CIG
Energy CO Of Minas Gerais

Utilities
-1.28K
- 0.55%
$1.71 - $1.98 $2.18K - $2.52K
229K $402K
CTRE
Care Trust Reit, Inc.

Real Estate
-1.34K
- 5.97%
$24.93 - $29.13 $33.4K - $39.1K
21.1K $604K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-990
- 5.17%
$25.34 - $26.96 $25.1K - $26.7K
18.2K $480K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-64
- 0.34%
$61.92 - $76.95 $3.96K - $4.92K
18.8K $1.41M
VFF
Village Farms International, Inc.

Consumer Defensive
-500
- 2.44%
$0.6 - $0.85 $300 - $425
20K $12K
AUR
Aurora Innovation, Inc.

Technology
-1.61K
- 7.5%
$6.1 - $10.19 $9.83K - $16.4K
19.9K $133K
CWST
Casella Waste Systems Inc

Industrials
-300
- 5.49%
$104.2 - $115.86 $31.3K - $34.8K
5.17K $576K
DGRO
Ishares Core Dividend Growth E

ETFs
-269
- 0.79%
$60.46 - $64.42 $16.3K - $17.3K
33.9K $2.09M
Activity Summary
Buys All Purchases 925 New Holdings 132 Increased Positions 793 Sells All Sells 1213 Reductions 1213 Sold out 0 Options Calls 1 Puts 4
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