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
GL
Globe Life Inc.

Financial Services
23.1K
+ 6.48%
$80.92 - $109.6 $1.87M - $2.53M
379K $40.1M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
128K
+ 3.19%
$49.93 - $51.15 $6.39M - $6.54M
4.13M $211M
LHX
L3 Harris Technologies, Inc.

Industrials
39K
+ 40.65%
$221.96 - $243.27 $8.66M - $9.5M
135K $32.1M
LDOS
Leidos Holdings, Inc.

Technology
57.9K
+ 87.35%
$142.66 - $163.02 $8.25M - $9.43M
124K $20.2M
ISRG
Intuitive Surgical Inc

Healthcare
2.68K
+ 1.39%
$416.14 - $494.01 $1.12M - $1.32M
196K $96.1M
MET
Metlife Inc

Financial Services
34.9K
+ 5.87%
$67.96 - $82.48 $2.37M - $2.88M
629K $51.9M
VGT
Vanguard Information Technolog

ETFs
16.2K
+ 24.96%
$514.43 - $606.85 $8.31M - $9.8M
80.9K $47.4M
ATI
Allegheny Technologies Inc

Industrials
147K
+ 581.9%
$54.26 - $67.71 $7.97M - $9.94M
172K $11.5M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
3.75K
+ 1.36%
$233.81 - $287.01 $877K - $1.08M
278K $76.6M
DKNG
Draft Kings Inc.

Consumer Cyclical
246K
+ 308.2%
$29.85 - $41.1 $7.36M - $10.1M
326K $12.8M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
57.2K
+ 11.84%
$116.79 - $133.54 $6.67M - $7.63M
540K $71.2M
NOVA
Sunnova Energy International Inc.

Technology
18.3K
+ 0.81%
$5.17 - $12.24 $94.6K - $224K
2.29M $22.3M
IWD
Ishares Russell 1000 Val ETF

ETFs
12.1K
+ 2.53%
$173.36 - $189.8 $2.1M - $2.3M
490K $93M
VZ
Verizon Communications Inc

Communication Services
61.8K
+ 3.44%
$38.89 - $45.0 $2.4M - $2.78M
1.86M $83.3M
NTRS
Northern Trust Corp

Financial Services
80.4K
+ 23.69%
$82.48 - $92.62 $6.63M - $7.45M
420K $37.8M
AMCR
Amcor PLC

Consumer Cyclical
550K
+ 29.45%
$9.5 - $11.44 $5.23M - $6.29M
2.42M $27.4M
KMX
Carmax Inc

Consumer Cyclical
54.9K
+ 4.66%
$71.21 - $85.78 $3.91M - $4.71M
1.23M $95.3M
PEG
Public Service Enterprise Group Inc

Utilities
68.6K
+ 38.18%
$73.58 - $89.21 $5.05M - $6.12M
248K $22.2M
IEX
Idex Corp

Industrials
38.8K
+ 103.95%
$190.56 - $214.98 $7.4M - $8.35M
76.2K $16.3M
PRF
Invesco Exchange Traded Fd Tr

ETFs
196K
+ 66.01%
$37.33 - $40.63 $7.31M - $7.96M
493K $20M
USB
Us Bancorp \De\

Financial Services
110K
+ 19.1%
$39.04 - $47.23 $4.3M - $5.21M
687K $31.4M
VOOV
Vanguard S&P 500 Value ETF

ETFs
12.6K
+ 3.11%
$175.0 - $190.72 $2.21M - $2.41M
419K $79.9M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.38K
+ 4.03%
$1015.62 - $1159.62 $2.42M - $2.76M
61.5K $70.8M
FICO
Fair Isaac Corp

Technology
547
+ 3.41%
$1496.51 - $1947.38 $819K - $1.07M
16.6K $32.3M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
88.8K
+ 47.43%
$75.47 - $83.18 $6.7M - $7.39M
276K $22.9M
VB
Vanguard Small Cap ETF

ETFs
2.34K
+ 0.57%
$214.77 - $237.72 $502K - $556K
409K $97.1M
MCO
Moodys Corp

Financial Services
5.47K
+ 5.09%
$421.49 - $494.67 $2.31M - $2.71M
113K $53.6M
MSCI
Msci Inc.

Financial Services
838
+ 1.1%
$479.31 - $584.91 $402K - $490K
77K $44.9M
JCI
Johnson Controls International PLC

Industrials
52.7K
+ 14.31%
$65.52 - $77.61 $3.46M - $4.09M
421K $32.7M
CSX
Csx Corp

Industrials
211K
+ 34.54%
$32.48 - $35.45 $6.86M - $7.48M
822K $28.4M
TXN
Texas Instruments Inc

Technology
39.6K
+ 3.1%
$194.6 - $194.6 $7.71M - $7.71M
1.32M $256M
MSI
Motorola Solutions, Inc.

Technology
7.44K
+ 11.29%
$385.65 - $450.49 $2.87M - $3.35M
73.4K $33M
UBER
Uber Technologies, Inc

Technology
90.3K
+ 32.17%
$58.48 - $77.47 $5.28M - $7M
371K $27.9M
SRE
Sempra Energy

Utilities
30.7K
+ 4.99%
$74.97 - $84.04 $2.3M - $2.58M
647K $54.1M
MPWR
Monolithic Power Systems Inc

Technology
2.56K
+ 5.42%
$757.04 - $947.16 $1.93M - $2.42M
49.7K $45.9M
ITOT
Ishares Core S&P Total U.S. St

ETFs
41.8K
+ 14.75%
$113.41 - $125.62 $4.74M - $5.26M
325K $40.9M
NSC
Norfolk Southern Corp

Industrials
9.77K
+ 6.92%
$213.75 - $259.69 $2.09M - $2.54M
151K $37.5M
TECH
Bio Techne Corp

Healthcare
25.3K
+ 4.13%
$70.96 - $82.35 $1.79M - $2.08M
637K $50.9M
PLTR
Palantir Technologies Inc.

Technology
119K
+ 53.3%
$24.09 - $37.95 $2.86M - $4.51M
341K $12.7M
MO
Altria Group, Inc.

Consumer Defensive
88.1K
+ 19.0%
$45.95 - $54.71 $4.05M - $4.82M
552K $28.2M
PAYX
Paychex Inc

Industrials
220
+ 0.05%
$116.17 - $135.19 $25.6K - $29.7K
448K $60.1M
ARCC
Ares Capital Corp

Financial Services
324K
+ 119.32%
$19.8 - $21.28 $6.41M - $6.89M
595K $12.5M
VTV
Vanguard Value ETF

ETFs
5.28K
+ 1.3%
$159.75 - $174.57 $844K - $922K
412K $71.8M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
6.71K
+ 1.02%
$175.46 - $203.3 $1.18M - $1.36M
666K $135M
MU
Micron Technology Inc

Technology
142K
+ 48.37%
$86.27 - $136.82 $12.2M - $19.4M
435K $45.1M
NUSC
Nuveen Esg Small Cap ETF

ETFs
136K
+ 70.5%
$38.89 - $42.97 $5.31M - $5.86M
330K $14.1M
PSX
Phillips 66

Energy
114K
+ 13.09%
$125.0 - $147.17 $14.3M - $16.8M
986K $130M
LEN
Lennar Corp

Consumer Cyclical
21.6K
+ 33.0%
$142.5 - $192.45 $3.07M - $4.15M
86.9K $16.3M
DFS
Discover Financial Services

Financial Services
10.5K
+ 1.97%
$123.41 - $144.72 $1.29M - $1.51M
541K $76M
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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