Ci Private Wealth, LLC Incresed Positions in Q2 2024

Ci Private Wealth, LLC

  • $56.4 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
ACI
Albertsons Companies, Inc.

Consumer Defensive
10K
+ 8.66%
$19.56 - $21.3 $196K - $214K
126K $2.49M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
112
+ 0.24%
$15.47 - $16.35 $1.73K - $1.83K
46.4K $758K
OFC
Corporate Office Properties Trust

Real Estate
99
+ 0.49%
N/A
20.5K $494K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
3.42K
+ 4.72%
$36.99 - $39.96 $127K - $137K
75.9K $2.92M
CHK
Chesapeake Energy Corp

Energy
517
+ 8.48%
$82.19 - $92.96 $42.5K - $48.1K
6.61K $543K
IYK
Ishares U.S. Consumer Staples

ETFs
518
+ 2.96%
$64.04 - $68.25 $33.2K - $35.4K
18K $1.19M
TMC
Tmc The Metals CO Inc.

Basic Materials
2K
+ 13.29%
$1.35 - $1.87 $2.7K - $3.74K
17.1K $23K
AUR
Aurora Innovation, Inc.

Technology
726
+ 4.74%
$2.12 - $3.61 $1.54K - $2.62K
16K $44K
IYC
Ishares U.S. Consumer Discreti

ETFs
123
+ 0.95%
$76.27 - $81.91 $9.38K - $10.1K
13K $1.06M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
22
+ 0.28%
$94.04 - $94.67 $2.07K - $2.08K
7.99K $756K
PHI
Pldt Inc.

Communication Services
91
+ 0.61%
$22.75 - $25.99 $2.07K - $2.37K
14.9K $366K
XPEV
Xpeng Inc.

Consumer Cyclical
1.9K
+ 4.93%
$6.93 - $9.4 $13.2K - $17.8K
40.4K $296K
America Movil Sab De Cv
1.07K
+ 1.35%
N/A
80.2K $0
Amplify ETF Tr
65
+ 0.11%
N/A
57.8K $0
Brookfield Asset Managmt LTD
131K
+ 9.99%
N/A
1.45M $0
Brookfield Corp
36.6K
+ 1.16%
N/A
3.2M $0
Brookfield Infrastructure CO
2.1K
+ 19.71%
N/A
12.8K $0
Bunge Global Sa
3.35K
+ 22.42%
N/A
18.3K $0
Canadian Pacific Kansas City
218K
+ 25.73%
N/A
1.07M $0
CBU
Community Bank System, Inc.

Financial Services
135
+ 1.68%
$41.53 - $48.67 $5.61K - $6.57K
8.19K $386K
Cooper Cos Inc
16.2K
+ 64.34%
N/A
41.4K $0
CRH.L
Crh PLC

Basic Materials
384
+ 1.97%
N/A
19.9K $0
Digitalbridge Group Inc
187
+ 1.67%
N/A
11.4K $0
DFSB
Dimensional ETF Tr Dimensional
21.4K
+ 27.18%
N/A
100K $0
Dimensional ETF Trust
314K
+ 8.66%
N/A
3.94M $0
Ea Series Trust
47
+ 2.0%
N/A
2.4K $0
EIPX
First Tr Exc Trd Fd Iv Ft Ener
315
+ 3.42%
N/A
9.52K $0
First Tr Exchng Traded Fd Vi
2.7K
+ 6.8%
N/A
42.4K $0
Flutter Entmt PLC
511
+ 13.8%
N/A
4.21K $0
Fortrea Hldgs Inc
1.02K
+ 5.26%
N/A
20.3K $0
FSCO
Fs Cr Opportunities Corp Com
955
+ 7.26%
N/A
14.1K $0
GEFB
Greif, Inc. Cl B
15K
+ 174.34%
N/A
23.6K $0
Gsk PLC
4.93K
+ 6.65%
N/A
79.1K $0
HEIA
Heico Crp Cl A
1.37K
+ 17.41%
N/A
9.24K $0
IBTX
Independent Bank Group, Inc.

Financial Services
28
+ 0.27%
$37.24 - $47.3 $1.04K - $1.32K
10.4K $471K
PSJ
Invesco Exchange Traded Fd Tr

ETFs
930
+ 5.14%
N/A
19K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
132
+ 1.91%
N/A
7.05K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
100
+ 1.57%
N/A
6.47K $0
Ishares Bitcoin Tr
60.3K
+ 22.91%
N/A
323K $0
Jacobs Solutions Inc
936
+ 0.34%
N/A
278K $0
Janus Detroit Str Tr
3.79K
+ 6.37%
N/A
63.4K $0
KBH
Kb Home

Consumer Cyclical
191
+ 1.01%
$60.41 - $74.34 $11.5K - $14.2K
19.2K $1.34M
Kenvue Inc
8.09K
+ 2.31%
N/A
358K $0
Lazard Inc
22.1K
+ 99.12%
N/A
44.4K $0
LENB
Lennar Corporation Cl B
1
+ 0.05%
N/A
2.14K $0
Liberty Media Corp Del
144
+ 2.48%
N/A
5.96K $0
Liberty Media Corp Del
9.78K
+ 60.72%
N/A
25.9K $0
MOGA
Moog Inc Cla
125
+ 5.17%
N/A
2.54K $0
Msp Recovery Inc
200
+ 0.02%
N/A
1.02M $0
Activity Summary
Buys All Purchases 1210 New Holdings 140 Increased Positions 1070 Sells All Sells 926 Reductions 926 Sold out 0 Options Calls 0 Puts 4
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