Ci Private Wealth, LLC Sells in Q4 2024

Ci Private Wealth, LLC

  • $65.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FCX
Freeport Mcmoran Inc

Basic Materials
-451K
- 73.67%
$38.08 - $50.82 $17.2M - $22.9M
161K $6.14M
WMS
Advanced Drainage Systems, Inc.

Industrials
-37.4K
- 7.85%
$114.63 - $163.52 $4.29M - $6.12M
440K $50.8M
AMD
Advanced Micro Devices Inc

Technology
-24.3K
- 5.04%
$118.88 - $172.8 $2.89M - $4.2M
458K $55.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-21.6K
- 1.11%
$442.29 - $483.08 $9.54M - $10.4M
1.93M $873M
RTX
Raytheon Technologies Corp

Industrials
-109K
- 5.59%
$114.45 - $127.21 $12.5M - $13.8M
1.84M $213M
PSX
Phillips 66

Energy
-50.9K
- 5.16%
$110.35 - $138.93 $5.62M - $7.07M
935K $107M
CAT
Caterpillar Inc

Industrials
-3.47K
- 0.49%
$360.37 - $416.88 $1.25M - $1.45M
703K $255M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-327K
- 7.91%
$49.79 - $51.14 $16.3M - $16.7M
3.81M $191M
MU
Micron Technology Inc

Technology
-142K
- 32.61%
$84.16 - $113.41 $11.9M - $16.1M
293K $24.7M
PFE
Pfizer Inc

Healthcare
-485K
- 15.53%
$24.8 - $30.19 $12M - $14.6M
2.64M $70M
VZ
Verizon Communications Inc

Communication Services
-278K
- 14.98%
$39.6 - $45.21 $11M - $12.6M
1.58M $63.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-107K
- 13.73%
$176.42 - $186.91 $18.9M - $20.1M
674K $120M
FNDF
Schwab Fundamental Intl Large

ETFs
-142K
- 4.35%
$32.92 - $37.15 $4.69M - $5.29M
3.13M $104M
TGT
Target Corp

Consumer Defensive
-71.7K
- 17.4%
$121.59 - $160.69 $8.72M - $11.5M
340K $46M
QCOM
Qualcomm Inc

Technology
-42K
- 5.88%
$150.4 - $178.04 $6.32M - $7.48M
672K $103M
IXUS
Ishares Tr

ETFs
-179K
- 18.36%
$65.95 - $72.56 $11.8M - $13M
794K $52.5M
AVUV
American Centy ETF Tr Avantis

ETFs
-191K
- 32.24%
$94.37 - $106.41 $18M - $20.3M
400K $38.7M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-206K
- 25.28%
$81.68 - $82.93 $16.8M - $17M
607K $49.8M
CCI
Crown Castle International Corp

Real Estate
-74.3K
- 19.01%
$89.78 - $119.11 $6.67M - $8.85M
317K $28.7M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-29.7K
- 1.57%
$75.1 - $82.99 $2.23M - $2.46M
1.86M $141M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-60.7K
- 14.39%
$209.89 - $233.24 $12.7M - $14.2M
361K $76.7M
ICE
Intercontinental Exchange, Inc.

Financial Services
-46.3K
- 5.31%
$148.29 - $166.93 $6.87M - $7.73M
826K $123M
HUM
Humana Inc

Healthcare
-48.3K
- 64.33%
$233.89 - $304.18 $11.3M - $14.7M
26.8K $6.8M
VO
Vanguard Mid Cap ETF

ETFs
-64.1K
- 15.17%
$261.5 - $284.63 $16.8M - $18.2M
358K $94.7M
ELV
Elevance Health, Inc.

Healthcare
-9.94K
- 12.2%
$365.96 - $514.62 $3.64M - $5.11M
71.5K $26.4M
VCIT
Vanguard Intermediate Term Cor

ETFs
-100K
- 4.54%
$80.13 - $83.77 $8.05M - $8.41M
2.11M $169M
INTC
Intel Corp

Technology
-482K
- 27.42%
$19.07 - $26.23 $9.2M - $12.7M
1.28M $25.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-119K
- 11.09%
$113.92 - $127.38 $13.5M - $15.1M
953K $110M
AMAT
Applied Materials Inc

Technology
-798
- 0.2%
$161.44 - $213.89 $129K - $171K
389K $63.3M
CSGP
Costar Group, Inc.

Real Estate
-184K
- 33.91%
$69.7 - $81.97 $12.8M - $15.1M
359K $25.7M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-67.9K
- 2.47%
$37.12 - $41.23 $2.52M - $2.8M
2.69M $99.7M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-16.1K
- 12.47%
$396.64 - $516.74 $6.39M - $8.33M
113K $45.6M
NOVA
Sunnova Energy International Inc.

Technology
-19.1K
- 0.83%
$3.14 - $9.1 $60K - $174K
2.27M $7.79M
SHV
Ishares Tr

ETFs
-130K
- 49.86%
$109.92 - $110.57 $14.3M - $14.4M
131K $14.4M
BDX
Becton Dickinson & CO

Healthcare
-44.8K
- 15.47%
$220.02 - $243.75 $9.85M - $10.9M
245K $55.5M
STZ
Constellation Brands, Inc.

Consumer Defensive
-36.1K
- 21.86%
$219.66 - $257.62 $7.92M - $9.29M
129K $28.5M
NVS
Novartis Ag

Healthcare
-38.3K
- 6.6%
$96.78 - $117.18 $3.7M - $4.48M
542K $52.7M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-137K
- 1.26%
$40.38 - $44.35 $5.52M - $6.07M
10.7M $440M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-196K
- 4.88%
$24.25 - $26.7 $4.75M - $5.23M
3.82M $93.8M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-262K
- 24.51%
$50.35 - $50.69 $13.2M - $13.3M
807K $40.7M
ABT
Abbott Laboratories

Healthcare
-99.2K
- 4.18%
$111.93 - $119.39 $11.1M - $11.8M
2.28M $257M
UPS
United Parcel Service Inc

Industrials
-65.2K
- 14.15%
$122.65 - $138.35 $7.99M - $9.02M
396K $49.9M
POOL
Pool Corp

Industrials
-30.6K
- 47.25%
$339.32 - $390.03 $10.4M - $11.9M
34.2K $11.6M
CMCSA
Comcast Corp

Communication Services
-16K
- 0.56%
$37.39 - $45.14 $597K - $721K
2.82M $106M
UL
Unilever PLC

Consumer Defensive
-33.8K
- 2.63%
$56.7 - $64.64 $1.92M - $2.19M
1.25M $71.1M
RS
Reliance Steel & Aluminum CO

Basic Materials
-18.7K
- 4.98%
$264.2 - $326.32 $4.93M - $6.09M
356K $95.9M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-4.35K
- 15.97%
$701.85 - $1046.91 $3.05M - $4.55M
22.9K $16.3M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-480K
- 41.98%
$25.35 - $25.53 $12.2M - $12.3M
664K $16.9M
LHX
L3 Harris Technologies, Inc.

Industrials
-39.2K
- 29.03%
$208.94 - $264.22 $8.19M - $10.4M
95.8K $20.2M
Activity Summary
Buys All Purchases 898 New Holdings 136 Increased Positions 762 Sells All Sells 1334 Reductions 1334 Sold out 0 Options Calls 4 Puts 0
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