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
NHC
National Healthcare Corp

Healthcare
25
+ 0.7%
$109.43 - $137.13 $2.74K - $3.43K
3.61K $453K
PECO
Phillips Edison & Company, Inc.

Real Estate
840
+ 12.75%
$32.1 - $38.93 $27K - $32.7K
7.43K $280K
BYD
Boyd Gaming Corp

Consumer Cyclical
94
+ 1.55%
$53.72 - $65.35 $5.05K - $6.14K
6.17K $398K
REZI
Resideo Technologies, Inc.

Industrials
2.86K
+ 23.07%
$17.98 - $22.72 $51.3K - $64.9K
15.2K $306K
CPRI
Capri Holdings LTD

Consumer Cyclical
66
+ 1.02%
$29.61 - $42.44 $1.95K - $2.8K
6.54K $277K
MNDY
Monday.Com Ltd.

Technology
44
+ 3.24%
$202.41 - $281.64 $8.91K - $12.4K
1.4K $390K
VTWV
Vanguard Russell 2000 Value Et

ETFs
10
+ 0.21%
$132.06 - $150.96 $1.32K - $1.51K
4.67K $687K
ARMK
Aramark

Industrials
116
+ 0.97%
$32.37 - $38.91 $3.75K - $4.51K
12.1K $469K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
203
+ 1.19%
$19.62 - $23.55 $3.98K - $4.78K
17.3K $402K
OLO
Olo Inc.

Technology
11K
+ 106.72%
$4.25 - $5.61 $46.9K - $62K
21.4K $106K
ELAN
Elanco Animal Health Inc

Healthcare
3.32K
+ 8.29%
$11.85 - $15.47 $39.3K - $51.3K
43.4K $636K
KBE
Spdr S&P Bank ETF

ETFs
260
+ 3.93%
$45.47 - $54.71 $11.8K - $14.2K
6.87K $363K
TRNO
Terreno Realty Corp

Real Estate
264
+ 5.17%
$59.43 - $71.02 $15.7K - $18.7K
5.37K $359K
SLM
Slm Corp

Financial Services
396
+ 1.76%
$19.93 - $23.7 $7.89K - $9.39K
22.9K $522K
COLD
Americold Realty Trust

Real Estate
587
+ 4.21%
$25.65 - $30.24 $15.1K - $17.8K
14.5K $411K
NUE
Nucor Corp

Basic Materials
4.38K
+ 5.6%
$137.77 - $166.14 $603K - $727K
82.5K $12.4M
POR
Portland General Electric CO

Utilities
194
+ 2.0%
$42.44 - $49.09 $8.23K - $9.52K
9.88K $473K
FELE
Franklin Electric CO Inc

Industrials
248
+ 7.54%
$93.65 - $106.62 $23.2K - $26.4K
3.54K $370K
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
1.99K
+ 4.67%
$25.04 - $25.21 $49.9K - $50.2K
44.7K $1.13M
AHCO
Adapt Health Corp.

Healthcare
3.38K
+ 28.27%
$8.66 - $11.53 $29.3K - $39K
15.3K $172K
CABO
Cable One, Inc.

Communication Services
168
+ 12.32%
$314.59 - $418.85 $52.9K - $70.4K
1.53K $535K
REXR
Rexford Industrial Realty, Inc.

Real Estate
396
+ 6.71%
$44.45 - $52.25 $17.6K - $20.7K
6.3K $316K
DGS
Wisdomtree Emerging Markets Sm

ETFs
147
+ 0.73%
$48.46 - $54.37 $7.12K - $7.99K
20.3K $1.09M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
671
+ 17.52%
$54.33 - $60.04 $36.5K - $40.3K
4.5K $270K
OZK
Bank Ozk

Financial Services
110
+ 0.46%
$39.66 - $47.08 $4.36K - $5.18K
23.9K $1.03M
SGOL
Abrdn Gold ETF Trust

ETFs
500
+ 3.71%
$22.26 - $25.51 $11.1K - $12.8K
14K $351K
STRA
Strategic Education, Inc.

Consumer Defensive
2.45K
+ 25.0%
$91.35 - $120.83 $224K - $296K
12.2K $1.13M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
598
+ 4.82%
$29.23 - $33.51 $17.5K - $20K
13K $429K
OSUR
Orasure Technologies Inc

Healthcare
11.3K
+ 39.92%
$3.93 - $4.59 $44.5K - $51.9K
39.7K $169K
PHI
Pldt Inc.

Communication Services
466
+ 3.12%
$24.69 - $28.94 $11.5K - $13.5K
15.4K $415K
HOOD
Robinhood Markets, Inc.

Technology
989
+ 2.69%
$16.42 - $24.63 $16.2K - $24.4K
37.7K $883K
UAA
Under Armour, Inc.

Consumer Cyclical
2.8K
+ 26.66%
$6.37 - $8.94 $17.8K - $25K
13.3K $118K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
2.72K
+ 22.62%
$15.41 - $17.22 $41.9K - $46.8K
14.7K $244K
BHE
Benchmark Electronics Inc

Technology
39
+ 0.41%
$38.68 - $47.87 $1.51K - $1.87K
9.53K $422K
ITUB
Itau Unibanco Holding S.A.

Financial Services
4.68K
+ 23.24%
$5.73 - $6.87 $26.8K - $32.2K
24.8K $165K
ABEO
Abeona Therapeutics Inc.

Healthcare
12
+ 0.05%
$4.12 - $6.32 $49.4 - $75.8
22.4K $141K
BCO
Brinks CO

Industrials
4
+ 0.11%
$93.97 - $115.64 $376 - $463
3.56K $411K
HOPE
Hope Bancorp Inc

Financial Services
207
+ 0.85%
$10.37 - $13.52 $2.15K - $2.8K
24.6K $308K
WSBC
Wesbanco Inc

Financial Services
248
+ 1.18%
$27.11 - $34.28 $6.72K - $8.5K
21.2K $631K
ATSG
Air Transport Services Group, Inc.

Industrials
386
+ 2.31%
$13.23 - $16.86 $5.11K - $6.51K
17.1K $276K
JOE
St Joe CO

Real Estate
137
+ 1.38%
$52.59 - $63.7 $7.2K - $8.73K
10.1K $586K
PATH
Ui Path, Inc.

Technology
3.27K
+ 31.23%
$10.75 - $13.24 $35.2K - $43.3K
13.8K $176K
BFS
Saul Centers, Inc.

Real Estate
138
+ 1.94%
$36.49 - $41.96 $5.04K - $5.79K
7.24K $303K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
109
+ 0.79%
$50.43 - $55.76 $5.5K - $6.08K
14K $778K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
180
+ 11.58%
$178.94 - $207.0 $32.2K - $37.3K
1.74K $348K
MMSI
Merit Medical Systems Inc

Healthcare
48
+ 1.65%
$84.12 - $100.23 $4.04K - $4.81K
2.96K $292K
PBRA
Petroleo Bras Ads (Ea Reptg 2
3.23K
+ 7.74%
N/A
44.9K $589K
FDN
First Tr Fd Dow Jones

ETFs
133
+ 6.93%
$183.68 - $212.48 $24.4K - $28.3K
2.05K $434K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
317
+ 3.97%
$94.39 - $96.15 $29.9K - $30.5K
8.31K $797K
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
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