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
TYL
Tyler Technologies Inc

Technology
1.52K
+ 37.93%
$499.52 - $595.46 $758K - $904K
5.52K $3.22M
FCX
Freeport Mcmoran Inc

Basic Materials
8.24K
+ 1.36%
$39.52 - $51.92 $325K - $428K
612K $30.6M
SNY
Sanofi

Healthcare
5.37K
+ 5.48%
$48.54 - $58.53 $261K - $314K
103K $5.96M
EMR
Emerson Electric CO

Industrials
17.8K
+ 1.89%
$98.19 - $118.87 $1.75M - $2.12M
959K $105M
PPG
Ppg Industries Inc

Basic Materials
5.37K
+ 7.23%
$118.32 - $134.55 $635K - $723K
79.7K $10.6M
DAL
Delta Air Lines, Inc.

Industrials
13.8K
+ 9.5%
$37.32 - $51.8 $515K - $715K
159K $8.09M
HWM
Howmet Aerospace Inc.

Industrials
2.88K
+ 7.25%
$77.3 - $100.22 $223K - $289K
42.7K $4.27M
WBD
Warner Bros. Discovery, Inc.

Communication Services
118K
+ 45.92%
$6.71 - $8.78 $793K - $1.04M
376K $3.1M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
11.1K
+ 2.62%
$41.34 - $43.55 $459K - $484K
436K $18.8M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
494
+ 0.14%
$30.61 - $34.92 $15.1K - $17.3K
342K $11.8M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
11.1K
+ 13.43%
$65.06 - $71.72 $723K - $797K
93.8K $6.67M
IYR
Ishares Tr

ETFs
4.66K
+ 9.87%
$86.93 - $103.61 $405K - $483K
51.8K $5.28M
CNX
Cnx Resources Corp

Energy
31.8K
+ 250.36%
$24.01 - $32.57 $763K - $1.04M
44.5K $1.45M
SPTS
Spdr Portfolio Short Term Trea

ETFs
38.4K
+ 197.28%
$28.75 - $29.46 $1.1M - $1.13M
57.9K $1.7M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
13.6K
+ 76.86%
$70.42 - $80.82 $960K - $1.1M
31.4K $2.45M
ZION
Zions Bancorporation, National Association

Financial Services
11.9K
+ 8.11%
$42.49 - $52.53 $506K - $626K
159K $7.5M
ITT
Itt Inc.

Industrials
6.14K
+ 60.46%
$125.05 - $150.55 $768K - $924K
16.3K $2.44M
JBHT
Hunt J B Transport Services Inc

Industrials
5.86K
+ 92.81%
$155.54 - $176.97 $911K - $1.04M
12.2K $2.1M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
32.2K
+ 79.19%
$17.83 - $25.84 $574K - $832K
72.9K $1.84M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
3.01K
+ 2.94%
$113.45 - $126.18 $341K - $379K
105K $13.3M
DTE
Dte Energy CO

Utilities
29
+ 0.05%
$108.67 - $128.41 $3.15K - $3.72K
60.5K $7.77M
LFUS
Littelfuse Inc

Technology
3.78K
+ 72.32%
$233.9 - $274.34 $883K - $1.04M
9K $2.39M
CR
Crane Holdings, Co.

Industrials
5.42K
+ 37.17%
$140.34 - $160.42 $760K - $869K
20K $3.16M
PHG
Koninklijke Philips Nv

Healthcare
18.3K
+ 30.63%
$25.08 - $32.73 $460K - $600K
78.2K $2.56M
VIS
Vanguard Industrial ETF

ETFs
522
+ 1.42%
$232.12 - $260.07 $121K - $136K
37.3K $9.69M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
20.7K
+ 3.07%
$24.62 - $25.59 $509K - $529K
694K $17.7M
NRG
Nrg Energy, Inc.

Utilities
850
+ 1.18%
$68.89 - $91.22 $58.6K - $77.5K
72.8K $6.63M
IESC
Ies Holdings, Inc.

Industrials
3.73K
+ 80.61%
$134.29 - $199.7 $501K - $746K
8.37K $1.67M
SONY
Sony Group Corp

Technology
4.23K
+ 8.0%
$81.61 - $98.65 $345K - $417K
57.1K $5.51M
STM
St Microelectronics N.V.

Technology
53.6K
+ 85.87%
$27.83 - $42.72 $1.49M - $2.29M
116K $3.45M
SSB
South State Corp

Financial Services
8.22K
+ 86.85%
$75.47 - $101.63 $621K - $836K
17.7K $1.72M
CDW
Cdw Corp

Technology
3.09K
+ 2.56%
$206.67 - $239.84 $638K - $740K
124K $28M
EIX
Edison International

Utilities
1.92K
+ 3.55%
$71.19 - $87.72 $136K - $168K
55.9K $4.87M
CSWI
Csw Industrials, Inc.

Industrials
240
+ 2.71%
$263.55 - $370.84 $63.3K - $89K
9.09K $3.34M
SBAC
Sba Communications Corp

Real Estate
1.77K
+ 14.28%
$189.0 - $245.01 $335K - $434K
14.2K $3.41M
KIM
Kimco Realty Corp

Real Estate
26.3K
+ 27.23%
$19.24 - $24.06 $505K - $632K
123K $2.85M
CINF
Cincinnati Financial Corp

Financial Services
2.65K
+ 7.92%
$115.7 - $138.2 $307K - $366K
36.1K $4.92M
GKOS
Glaukos Corp

Healthcare
5.11K
+ 20.62%
$113.62 - $135.39 $581K - $692K
29.9K $3.9M
LNT
Alliant Energy Corp

Utilities
10.8K
+ 34.82%
$50.74 - $60.74 $548K - $655K
41.8K $2.54M
SUB
Ishares Short Term National Mu

ETFs
6K
+ 3.09%
$104.3 - $106.3 $626K - $638K
200K $21.2M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
10.2K
+ 26.82%
$69.61 - $79.56 $707K - $808K
48K $3.76M
VCR
Vanguard Consumer Discretionar

ETFs
1.05K
+ 4.93%
$291.88 - $341.94 $305K - $357K
22.2K $7.57M
PNR
Pentair PLC

Industrials
5.15K
+ 24.67%
$74.39 - $97.79 $383K - $504K
26K $2.55M
VEEV
Veeva Systems Inc

Healthcare
3.15K
+ 29.96%
$180.43 - $223.9 $568K - $705K
13.7K $2.87M
ONON
On Holding Ag

Consumer Cyclical
12.2K
+ 42.72%
$36.63 - $51.57 $448K - $630K
40.8K $2.05M
AVSD
American Centy ETF Tr Avantis

ETFs
748
+ 0.43%
$53.92 - $61.11 $40.3K - $45.7K
176K $10.7M
HDB
Hdfc Bank LTD

Financial Services
15K
+ 356.34%
$58.04 - $66.97 $868K - $1M
19.1K $1.2M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
5.16K
+ 78.3%
$152.9 - $180.39 $789K - $931K
11.8K $2.05M
MTG
Mgic Investment Corp

Financial Services
14.9K
+ 11.15%
$21.29 - $25.74 $317K - $383K
148K $3.8M
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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