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
SCHD
Schwab Strategic Tr Us Dividen

ETFs
230K
+ 18.27%
$77.02 - $85.06 $17.7M - $19.5M
1.49M $126M
KO
Coca Cola CO

Consumer Defensive
83.4K
+ 3.18%
$62.69 - $73.01 $5.23M - $6.09M
2.71M $195M
VCIT
Vanguard Intermediate Term Cor

ETFs
236K
+ 11.92%
$79.29 - $84.02 $18.7M - $19.8M
2.21M $185M
DFSV
Dimensional ETF Tr Dimensional

ETFs
686K
+ 25.02%
$28.25 - $31.7 $19.4M - $21.8M
3.43M $106M
DE
Deere & CO

Industrials
26.9K
+ 7.65%
$344.84 - $418.0 $9.26M - $11.2M
378K $158M
PH
Parker Hannifin Corp

Industrials
763
+ 0.37%
$501.01 - $635.92 $382K - $485K
206K $130M
IXUS
Ishares Tr

ETFs
307K
+ 46.19%
$64.9 - $73.35 $19.9M - $22.5M
973K $70.6M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
94.5K
+ 28.86%
$210.25 - $231.86 $19.9M - $21.9M
422K $94.1M
IVE
Ishares S&P 500 Value ETF

ETFs
121K
+ 290.11%
$181.06 - $197.17 $21.9M - $23.8M
163K $32.1M
VBK
Vanguard Small Cap Growth ETF

ETFs
32.7K
+ 3.6%
$240.48 - $267.94 $7.87M - $8.77M
943K $252M
UNP
Union Pacific Corp

Industrials
43.6K
+ 6.98%
$221.78 - $256.09 $9.66M - $11.2M
668K $164M
IWM
Ishares Russell 2000 ETF

ETFs
77.5K
+ 26.12%
$200.87 - $224.6 $15.6M - $17.4M
374K $82.7M
CB
Chubb LTD

Financial Services
8.3K
+ 1.38%
$252.51 - $292.2 $2.1M - $2.42M
610K $176M
GLD
Spdr Gold Trust

ETFs
33.3K
+ 6.83%
$215.56 - $246.98 $7.19M - $8.24M
522K $127M
SHV
Ishares Tr

ETFs
190K
+ 267.02%
$110.05 - $110.63 $20.9M - $21M
261K $28.9M
TT
Trane Technologies PLC

Industrials
8.99K
+ 3.13%
$314.21 - $388.71 $2.82M - $3.49M
297K $115M
IWV
Ishares Russell 3000 ETF

ETFs
48K
+ 22.84%
$294.75 - $326.73 $14.2M - $15.7M
258K $84.4M
JCPB
J P Morgan Exchange Traded Fd

ETFs
357K
+ 34.67%
$45.87 - $48.53 $16.4M - $17.3M
1.39M $66.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
195K
+ 12.26%
$61.11 - $67.85 $11.9M - $13.2M
1.79M $121M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
132K
+ 3.35%
$76.38 - $78.87 $10.1M - $10.4M
4.09M $322M
XOM
Exxon Mobil Corp

Energy
94.8K
+ 2.87%
$109.72 - $119.0 $10.4M - $11.3M
3.4M $398M
PM
Philip Morris International Inc.

Consumer Defensive
63.8K
+ 12.59%
$101.25 - $127.45 $6.46M - $8.13M
570K $69.2M
PANW
Palo Alto Networks Inc

Technology
43.5K
+ 6.36%
$294.18 - $368.01 $12.8M - $16M
727K $249M
TRV
Travelers Companies, Inc.

Financial Services
48.9K
+ 29.54%
$201.87 - $242.35 $9.88M - $11.9M
215K $50.2M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
302K
+ 5.52%
$25.21 - $28.46 $7.6M - $8.58M
5.76M $162M
PYPL
Pay Pal Holdings, Inc.

Financial Services
46.7K
+ 7.5%
$57.22 - $80.08 $2.67M - $3.74M
670K $52.3M
PEP
Pepsico Inc

Consumer Defensive
8.71K
+ 0.32%
$161.9 - $179.3 $1.41M - $1.56M
2.69M $457M
NFLX
Netflix Inc

Communication Services
12.8K
+ 7.61%
$598.55 - $722.26 $7.66M - $9.24M
181K $128M
DFIV
Dimensional ETF Tr

ETFs
252K
+ 10.48%
$34.66 - $38.38 $8.74M - $9.67M
2.66M $101M
AVDV
American Centy ETF Tr Avantis

ETFs
149K
+ 21.09%
$62.52 - $71.12 $9.29M - $10.6M
853K $60.3M
PNC
Pnc Financial Services Group, Inc.

Financial Services
15.2K
+ 3.88%
$156.14 - $187.2 $2.38M - $2.85M
407K $75.3M
VNQ
Vanguard Specialized Funds Van

ETFs
8.08K
+ 0.82%
$82.97 - $98.97 $670K - $799K
987K $96.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
47.9K
+ 2.59%
$75.32 - $84.37 $3.6M - $4.04M
1.89M $158M
VT
Vanguard Total World Stk Index

ETFs
76.5K
+ 12.78%
$107.72 - $119.96 $8.24M - $9.18M
675K $80.8M
NDAQ
Nasdaq, Inc.

Financial Services
163K
+ 139.95%
$59.48 - $74.31 $9.67M - $12.1M
279K $20.3M
AVUS
American Centy ETF Tr Avantis

ETFs
98K
+ 12.22%
$86.27 - $95.15 $8.46M - $9.33M
901K $85.7M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
82.3K
+ 11.27%
$87.56 - $95.49 $7.21M - $7.86M
813K $77.6M
CALM
Cal Maine Foods Inc

Consumer Defensive
25.2K
+ 3.09%
$61.82 - $74.9 $1.56M - $1.89M
841K $62.9M
VGLT
Vanguard Long Term Treasury Et

ETFs
194K
+ 77.23%
$56.52 - $63.23 $10.9M - $12.2M
444K $27.3M
YUM
Yum Brands Inc

Consumer Cyclical
84.6K
+ 67.82%
$125.95 - $139.96 $10.7M - $11.8M
209K $29.2M
ZBRA
Zebra Technologies Corp

Technology
2.64K
+ 1.44%
$306.21 - $371.02 $807K - $978K
186K $68.8M
HUM
Humana Inc

Healthcare
43.3K
+ 135.94%
$310.25 - $404.52 $13.4M - $17.5M
75.1K $23.8M
SHW
Sherwin Williams CO

Basic Materials
78
+ 0.06%
$294.65 - $384.0 $23K - $30K
141K $53.8M
IEMG
Ishares Inc

ETFs
209K
+ 6.65%
$53.64 - $53.64 $11.2M - $11.2M
3.36M $180M
TGT
Target Corp

Consumer Defensive
56.2K
+ 15.78%
$133.47 - $159.25 $7.5M - $8.94M
412K $64.2M
CDNS
Cadence Design Systems Inc

Technology
56.9K
+ 52.34%
$246.84 - $321.11 $14M - $18.3M
166K $44.9M
T
At&T Inc.

Communication Services
186K
+ 7.75%
$18.21 - $22.28 $3.39M - $4.14M
2.59M $56.9M
DFAI
Dimensional ETF Tr

ETFs
69.3K
+ 1.68%
$28.69 - $32.06 $1.99M - $2.22M
4.21M $134M
VLO
Valero Energy Corp

Energy
111K
+ 58.39%
$132.81 - $163.48 $14.7M - $18.2M
301K $40.7M
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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