Ci Private Wealth, LLC Incresed Positions in Q3 2024

Ci Private Wealth, LLC

  • $69.4 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SLV
I Shares Silver Trust

ETFs
8.41K
+ 13.98%
$24.33 - $29.38 $205K - $247K
68.5K $1.95M
SNDR
Schneider National, Inc.

Industrials
6.4K
+ 16.86%
$22.89 - $28.65 $146K - $183K
44.4K $1.27M
TDY
Teledyne Technologies Inc

Technology
249
+ 5.21%
$381.47 - $437.71 $95K - $109K
5.03K $2.2M
UBS
Ubs Group Ag

Financial Services
8.4K
+ 13.1%
$27.97 - $31.42 $235K - $264K
72.5K $2.24M
EQH
Equitable Holdings, Inc.

Financial Services
7.04K
+ 16.29%
$37.05 - $43.61 $261K - $307K
50.2K $2.11M
WAFD
Washington Federal Inc

Financial Services
100
+ 0.18%
$27.9 - $36.89 $2.79K - $3.69K
54.2K $1.89M
ALGN
Align Technology Inc

Healthcare
457
+ 2.66%
$204.03 - $257.2 $93.2K - $118K
17.7K $4.49M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
5.86K
+ 98.24%
$49.82 - $55.29 $292K - $324K
11.8K $653K
STWD
Starwood Property Trust, Inc.

Real Estate
5.64K
+ 3.62%
$18.75 - $21.11 $106K - $119K
162K $3.29M
DASH
Door Dash, Inc.

Communication Services
491
+ 6.19%
$100.28 - $143.99 $49.2K - $70.7K
8.43K $1.2M
PICK
Ishares Inc Msci Global Select

ETFs
2.74K
+ 2.98%
$36.29 - $43.35 $99.5K - $119K
94.8K $4.1M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
5.46K
+ 137.74%
$54.38 - $59.77 $297K - $326K
9.42K $558K
SHOO
Steven Madden, Ltd.

Consumer Cyclical
5.43K
+ 54.57%
$41.58 - $49.01 $226K - $266K
15.4K $753K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
6.82K
+ 131.29%
$44.9 - $47.55 $306K - $324K
12K $567K
LEG
Leggett & Platt Inc

Consumer Cyclical
15.6K
+ 28.5%
$10.67 - $14.12 $167K - $221K
70.4K $959K
AEIS
Advanced Energy Industries Inc

Industrials
3.36K
+ 49.87%
$92.85 - $119.61 $312K - $401K
10.1K $1.06M
AGR
Avangrid, Inc.

Utilities
9.07K
+ 51.99%
$35.27 - $36.04 $320K - $327K
26.5K $949K
IHF
Ishares Tr

ETFs
5.08K
+ 67.93%
$51.37 - $58.67 $261K - $298K
12.6K $717K
WHR
Whirlpool Corp

Consumer Cyclical
2.64K
+ 30.17%
$90.25 - $112.34 $238K - $296K
11.4K $1.22M
MANH
Manhattan Associates Inc

Technology
718
+ 20.79%
$218.59 - $286.0 $157K - $205K
4.17K $1.17M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
6.59K
+ 15.8%
$40.48 - $45.39 $267K - $299K
48.3K $2.13M
EXPD
Expeditors International Of Washington Inc

Industrials
1.04K
+ 3.79%
$116.1 - $131.42 $120K - $136K
28.4K $3.73M
KBH
Kb Home

Consumer Cyclical
198
+ 1.03%
$65.35 - $89.63 $12.9K - $17.7K
19.4K $1.66M
STLD
Steel Dynamics Inc

Basic Materials
3.17K
+ 8.82%
N/A
39.1K $3.84M
SCHR
Schwab Intermediate Term Us Tr

ETFs
5.6K
+ 40.92%
$48.4 - $50.91 $271K - $285K
19.3K $975K
FNDB
Schwab Fundamental U S Broad M

ETFs
3.61K
+ 32.55%
$64.17 - $70.37 $232K - $254K
14.7K $1.04M
CHMI
Cherry Hill Mortgage Investment Corp

Real Estate
83.9K
+ 20.27%
$3.47 - $3.89 $291K - $326K
498K $1.81M
ROLL
Rbc Bearings Inc

Industrials
1.23K
+ 12.52%
N/A
11.1K $2.73M
CBT
Cabot Corp

Basic Materials
156
+ 1.09%
$86.96 - $111.73 $13.6K - $17.4K
14.5K $1.62M
AVLV
American Centy ETF Tr Avantis
327
+ 0.35%
$60.05 - $65.83 $19.6K - $21.5K
93.8K $6.17M
OGN
Organon & Co.

Healthcare
22.2K
+ 28.04%
$18.65 - $23.03 $415K - $512K
102K $1.94M
VALE
Vale S.A.

Basic Materials
21.7K
+ 23.26%
$9.9 - $11.8 $214K - $256K
115K $1.34M
JJSF
J&J Snack Foods Corp

Consumer Defensive
1.63K
+ 81.5%
$159.36 - $173.59 $260K - $283K
3.63K $624K
VTC
Vanguard Scottsdale Fds Total

ETFs
858
+ 1.37%
$75.09 - $79.73 $64.4K - $68.4K
63.4K $5.03M
SOFI
So Fi Technologies, Inc.

Financial Services
25.4K
+ 34.6%
$6.32 - $8.19 $160K - $208K
98.7K $775K
RLI
Rli Corp

Financial Services
324
+ 1.94%
$137.07 - $154.98 $44.4K - $50.2K
17.1K $2.65M
FDS
Factset Research Systems Inc

Financial Services
182
+ 4.55%
$397.04 - $469.48 $72.3K - $85.4K
4.18K $1.92M
HRL
Hormel Foods Corp

Consumer Defensive
7.46K
+ 17.49%
$30.04 - $33.14 $224K - $247K
50.1K $1.59M
PSO
Pearson PLC

Communication Services
16.9K
+ 31.3%
$12.39 - $14.05 $209K - $237K
70.9K $961K
AA
Alcoa Corp

Basic Materials
7.86K
+ 61.37%
$28.17 - $42.44 $221K - $333K
20.7K $796K
NU
Nu Holdings Ltd.

Financial Services
16.4K
+ 19.78%
$10.71 - $15.14 $175K - $248K
99.2K $1.35M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
4.07K
+ 9.79%
$36.07 - $43.12 $147K - $175K
45.6K $1.87M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.8K
+ 0.73%
$100.3 - $100.74 $280K - $282K
385K $38.8M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.14K
+ 3.38%
$91.37 - $101.65 $104K - $116K
34.8K $3.54M
PAR
Par Technology Corp

Technology
3.92K
+ 24.54%
$44.72 - $57.16 $175K - $224K
19.9K $1.04M
BOX
Box Inc

Technology
6.32K
+ 56.38%
$24.92 - $33.45 $157K - $211K
17.5K $573K
CHDN
Churchill Downs Inc

Consumer Cyclical
2.28K
+ 32.05%
$130.35 - $145.0 $297K - $331K
9.4K $1.27M
NSIT
Insight Enterprises Inc

Technology
1.17K
+ 80.89%
$180.0 - $225.24 $210K - $263K
2.61K $562K
IYF
Ishares Tr

ETFs
886
+ 4.57%
$93.83 - $105.05 $83.1K - $93.1K
20.3K $2.11M
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
Track This Portfolio

Track Ci Private Wealth, LLC Portfolio

Follow Ci Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ci Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ci Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email