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
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
75
+ 0.24%
$63.23 - $66.65 $4.74K - $5K
30.9K $1.95M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
2.42K
+ 6.54%
$56.61 - $61.63 $137K - $149K
39.4K $2.23M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
170
+ 1.78%
$60.27 - $66.27 $10.2K - $11.3K
9.74K $595K
AOK
Ishares Tr Core Conservative A

ETFs
184
+ 0.52%
$37.3 - $38.64 $6.86K - $7.11K
35.8K $1.34M
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
1.07K
+ 5.9%
$10.0 - $14.22 $10.7K - $15.2K
19.2K $200K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
160
+ 1.38%
$49.25 - $53.57 $7.88K - $8.57K
11.8K $582K
ROCK
Gibraltar Industries, Inc.

Industrials
18
+ 0.42%
$58.67 - $73.99 $1.06K - $1.33K
4.35K $256K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
8.57K
+ 7.14%
$26.16 - $29.13 $224K - $249K
129K $3.37M
RWR
Spdr Dow Jones Reit ETF

ETFs
193
+ 2.27%
$97.84 - $108.61 $18.9K - $21K
8.68K $858K
HLN
Haleon PLC

Healthcare
7.19K
+ 6.23%
$9.23 - $10.71 $66.4K - $77K
123K $1.17M
KB
Kb Financial Group Inc.

Financial Services
394
+ 2.58%
$56.9 - $72.19 $22.4K - $28.4K
15.7K $892K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
6
+ 0.01%
$9.98 - $11.7 $59.9 - $70.2
47.9K $478K
ZEUS
Olympic Steel Inc

Basic Materials
68
+ 0.74%
$32.46 - $43.02 $2.21K - $2.93K
9.22K $302K
PATK
Patrick Industries Inc

Consumer Cyclical
661
+ 35.83%
$82.71 - $146.16 $54.7K - $96.6K
2.51K $208K
BPOP
Popular, Inc.

Financial Services
257
+ 1.98%
$88.46 - $102.59 $22.7K - $26.4K
13.2K $1.25M
MHO
M/I Homes, Inc.

Consumer Cyclical
207
+ 9.43%
$132.44 - $174.81 $27.4K - $36.2K
2.4K $319K
DIOD
Diodes Inc

Technology
328
+ 1.02%
$53.01 - $66.3 $17.4K - $21.7K
32.5K $2M
KWR
Quaker Chemical Corp

Basic Materials
149
+ 5.06%
$137.52 - $180.36 $20.5K - $26.9K
3.1K $435K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
2.24K
+ 5.33%
$54.29 - $59.49 $121K - $133K
44.2K $2.43M
WU
Western Union CO

Financial Services
702
+ 1.3%
$10.52 - $11.94 $7.39K - $8.38K
54.5K $577K
SSL
Sasol LTD

Basic Materials
374
+ 1.24%
$4.46 - $7.28 $1.67K - $2.72K
30.6K $139K
CWT
California Water Service Group

Utilities
327
+ 3.6%
$45.33 - $54.6 $14.8K - $17.9K
9.42K $427K
CBOE
Cboe Global Markets, Inc.

Financial Services
372
+ 2.37%
$191.61 - $217.84 $71.3K - $81K
16.1K $3.14M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
120
+ 3.64%
$97.45 - $121.28 $11.7K - $14.6K
3.42K $340K
IXJ
Ishares Global Healthcare ETF

ETFs
222
+ 3.03%
$85.65 - $98.34 $19K - $21.8K
7.55K $649K
BSY
Bentley Systems Inc

Technology
10
+ 0.06%
$46.59 - $51.09 $466 - $511
17.3K $807K
FBP
First Bancorp

Financial Services
12
+ 0.04%
$18.31 - $22.2 $220 - $266
28.1K $522K
LAMR
Lamar Advertising CO

Real Estate
333
+ 3.44%
$121.37 - $138.11 $40.4K - $46K
10K $1.22M
FLAX
Franklin Templeton ETF Tr Fran

ETFs
210
+ 0.54%
$22.72 - $25.91 $4.77K - $5.44K
39.3K $892K
SCHR
Schwab Intermediate Term Us Tr

ETFs
17.7K
+ 91.76%
$24.19 - $50.58 $428K - $895K
37K $897K
KSS
Kohls Corp

Consumer Cyclical
255
+ 2.15%
$13.86 - $20.95 $3.53K - $5.34K
12.1K $170K
EET
Proshares Tr Ultra Msci Emergi

ETFs
10
+ 0.13%
$50.48 - $64.73 $505 - $647
7.95K $401K
CDE
Coeur Mining, Inc.

Basic Materials
10
+ 0.01%
$5.61 - $7.39 $56.1 - $73.9
69K $394K
FITB
Fifth Third Bancorp

Financial Services
958
+ 0.44%
$41.76 - $48.44 $40K - $46.4K
219K $9.27M
DELL
Dell Technologies Inc.

Technology
2.65K
+ 2.26%
$111.96 - $144.21 $297K - $383K
120K $13.9M
CHX
Champion X Corp

Energy
41
+ 0.14%
$25.79 - $32.51 $1.06K - $1.33K
29.3K $797K
TAL
Tal Education Group

Consumer Defensive
24
+ 0.05%
$9.45 - $12.13 $227 - $291
49.8K $499K
ELS
Equity Lifestyle Properties Inc

Real Estate
230
+ 1.02%
$66.06 - $72.51 $15.2K - $16.7K
22.9K $1.52M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
445
+ 0.84%
$46.33 - $48.6 $20.6K - $21.6K
53.6K $2.49M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
1.84K
+ 6.31%
$64.62 - $71.43 $119K - $132K
31K $2.01M
BCH
Bank Of Chile

Financial Services
123
+ 0.32%
$22.55 - $25.02 $2.77K - $3.08K
38.5K $873K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
1.92K
+ 1.79%
$26.08 - $27.65 $50.1K - $53.1K
109K $2.86M
DFAR
Dimensional ETF Tr Dimensional

ETFs
4.26K
+ 4.87%
$22.72 - $25.76 $96.7K - $110K
91.6K $2.13M
BNL
Broadstone Net Lease, Inc.

Real Estate
907
+ 2.21%
$15.86 - $18.7 $14.4K - $17K
41.9K $664K
VALE
Vale S.A.

Basic Materials
23.5K
+ 20.44%
$8.74 - $11.78 $205K - $276K
138K $1.23M
MUR
Murphy Oil Corp

Energy
2.13K
+ 4.05%
$28.14 - $36.09 $60K - $77K
54.7K $1.66M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
3.23K
+ 3.08%
$12.61 - $15.33 $40.7K - $49.5K
108K $1.39M
E
Eni Spa

Energy
488
+ 1.0%
$26.32 - $31.82 $12.8K - $15.5K
49.3K $1.35M
VTC
Vanguard Scottsdale Fds Total

ETFs
1.28K
+ 2.02%
$75.59 - $79.31 $96.9K - $102K
64.7K $4.9M
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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