Ci Private Wealth, LLC Purchases in Q4 2024

Ci Private Wealth, LLC

  • $65.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EDU
New Oriental Education & Technology Group Inc.

Consumer Defensive
792
+ 27.38%
$55.05 - $80.66 $43.6K - $63.9K
3.69K $236K
PTLO
Portillo'S Inc.

Consumer Cyclical
11.4K
+ 51.09%
$8.66 - $13.88 $99K - $159K
33.8K $317K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
636
+ 7.4%
$25.0 - $25.11 $15.9K - $16K
9.24K $231K
EQNR
Equinor Asa

Energy
4.32K
+ 8.12%
$21.88 - $27.12 $94.4K - $117K
57.5K $1.36M
NOV
Nov Inc.

Energy
2.2K
+ 17.86%
$14.06 - $16.79 $30.9K - $36.9K
14.5K $211K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
13
+ 0.09%
$46.53 - $49.91 $605 - $649
14.2K $682K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
5
+ 0.03%
$16.4 - $17.85 $82 - $89.3
14.8K $258K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
695
+ 3.28%
N/A
21.9K $443K
MTH
Meritage Homes Corp

Consumer Cyclical
420
+ 41.87%
$151.91 - $205.12 $63.8K - $86.2K
1.42K $218K
PDP
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.07%
$102.88 - $117.55 $206 - $235
2.73K $294K
NLOK
Norton Life Lock Inc.

Technology
521
+ 0.4%
N/A
130K $2.8M
BHE
Benchmark Electronics Inc

Technology
4
+ 0.04%
$42.69 - $51.83 $171 - $207
9.54K $433K
HAYW
Hayward Holdings, Inc.

Industrials
787
+ 6.88%
$14.5 - $16.6 $11.4K - $13.1K
12.2K $186K
PRCT
Procept Bio Robotics Corp

Healthcare
109
+ 1.9%
$67.27 - $99.45 $7.33K - $10.8K
5.83K $469K
BTG
B2 Gold Corp

Basic Materials
21.4K
+ 33.92%
$2.42 - $3.47 $51.9K - $74.4K
84.6K $206K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
5
+ 0.04%
$55.05 - $58.86 $275 - $294
14K $788K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
2.58K
+ 5.58%
$5.64 - $5.93 $14.6K - $15.3K
48.9K $278K
ALV
Autoliv Inc

Consumer Cyclical
70
+ 0.96%
$91.27 - $101.57 $6.39K - $7.11K
7.34K $687K
FELE
Franklin Electric CO Inc

Industrials
356
+ 10.07%
$95.71 - $110.4 $34.1K - $39.3K
3.89K $379K
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
30
+ 0.6%
$80.84 - $86.4 $2.43K - $2.59K
5.07K $421K
SABR
Sabre Corp

Consumer Cyclical
2.21K
+ 16.18%
$3.18 - $4.1 $7.04K - $9.07K
15.9K $58K
SPIB
Spdr Portfolio Intermediate Te

ETFs
2.13K
+ 3.26%
$32.65 - $33.68 $69.7K - $71.9K
67.6K $2.21M
EQ
Equillium, Inc.

Healthcare
11K
New
$0.6 - $1.38 $6.6K - $15.2K
11K $8K
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
6
+ 0.07%
$52.71 - $56.65 $316 - $340
8.45K $456K
DJP
Barclays Bank PLC

ETFs
182
+ 1.73%
N/A
10.7K $345K
KRNY
Kearny Financial Corp.

Financial Services
285
+ 2.72%
$6.43 - $8.48 $1.83K - $2.42K
10.8K $76K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
553
+ 1.72%
$24.19 - $24.63 $13.4K - $13.6K
32.7K $790K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
92
+ 0.52%
$40.82 - $45.39 $3.76K - $4.18K
17.9K $745K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
104
+ 1.58%
$238.25 - $261.28 $24.8K - $27.2K
6.67K $1.62M
MAPSW
Wm Technology Inc Wt Pur Com E
89.5K
+ 58.89%
$0.02 - $0.05 $1.79K - $4.48K
241K $7K
CNHI
Cnh Industrial N.V.

Industrials
337
+ 1.39%
N/A
24.5K $255K
BARK
Bark, Inc.

Consumer Cyclical
46
+ 0.34%
$1.32 - $2.4 $60.7 - $110
13.6K $25K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
303
+ 3.18%
$26.55 - $27.32 $8.04K - $8.28K
9.84K $262K
JBBB
Janus Detroit Str Tr Henderson

ETFs
18
+ 0.38%
$48.59 - $49.45 $875 - $890
4.71K $231K
WRE
Washington Real Estate Investment Trust
142
+ 1.28%
N/A
11.2K $198K
PAGP
Plains Gp Holdings LP

Energy
1.62K
+ 0.7%
$17.2 - $20.02 $27.9K - $32.5K
234K $4.31M
IIM
Invesco Value Municipal Income Trust

Financial Services
1K
+ 8.73%
$11.71 - $12.93 $11.7K - $12.9K
12.5K $148K
PIO
Invesco Exchange Traded Fd Tr

ETFs
525
+ 11.12%
$39.06 - $42.96 $20.5K - $22.6K
5.25K $204K
BHB
Bar Harbor Bankshares

Financial Services
89
+ 1.07%
$28.81 - $38.23 $2.56K - $3.4K
8.41K $257K
BCC
Boise Cascade CO

Basic Materials
310
+ 19.31%
$118.79 - $152.5 $36.8K - $47.3K
1.92K $227K
Healthcare Rlty Tr
1.39K
+ 7.29%
N/A
20.5K $0
Captivision Inc
22K
+ 33.77%
N/A
87K $0
Calcimedica Inc
38K
New
N/A
38K $0
Blackrock Inc
116K
New
N/A
116K $0
PBDC
Putnam ETF Tr Bdc Income Etf(D
22.4K
+ 70.44%
N/A
54.1K $0
Qiagen Nv
3.76K
+ 42.43%
N/A
12.6K $0
DWAC
Digital World Acquisition Corp.

Financial Services
8.3K
New
N/A
8.3K $0
Gsk PLC
10.9K
+ 12.75%
N/A
96.3K $0
Grayscale Bitcoin Mini Tr Et
14.1K
New
N/A
14.1K $0
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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