Ci Private Wealth, LLC Reduced Holdings in Q3 2024

Ci Private Wealth, LLC

  • $69.4 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CXSE
Wisdomtree Tr China Ex State O

ETFs
-1.64K
- 12.81%
$25.31 - $33.15 $41.4K - $54.2K
11.1K $369K
LKFN
Lakeland Financial Corp

Financial Services
-110
- 1.03%
$57.94 - $71.18 $6.37K - $7.83K
10.5K $686K
FCN
Fti Consulting, Inc

Industrials
-22
- 0.7%
$213.61 - $230.59 $4.7K - $5.07K
3.11K $707K
NWL
Newell Brands Inc.

Consumer Defensive
-1.52K
- 4.37%
$5.73 - $8.91 $8.69K - $13.5K
33.2K $254K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
-4.63K
- 5.64%
$34.48 - $37.66 $160K - $174K
77.5K $2.9M
PHO
Invesco Exchange Traded Fd Tr

ETFs
-1.18K
- 5.58%
$63.82 - $70.54 $75.6K - $83.5K
20K $1.41M
FUL
Fuller H B CO

Basic Materials
-128
- 0.67%
$75.6 - $86.2 $9.68K - $11K
19.1K $1.52M
PIPR
Piper Sandler Companies

Financial Services
-51
- 5.22%
$230.9 - $287.51 $11.8K - $14.7K
926 $262K
RH
Rh

Consumer Cyclical
-143
- 15.1%
$237.89 - $348.93 $34K - $49.9K
804 $269K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-20
- 0.29%
$54.75 - $61.2 $1.1K - $1.22K
6.96K $425K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-170
- 1.74%
$57.83 - $67.29 $9.83K - $11.4K
9.57K $637K
MSM
Msc Industrial Direct CO Inc

Industrials
-322
- 3.03%
$75.8 - $89.13 $24.4K - $28.7K
10.3K $887K
ILPT
Industrial Logistics Properties Trust

Real Estate
-3.06K
- 5.66%
$3.45 - $5.16 $10.6K - $15.8K
51K $242K
EEMV
Ishares Msci Emerging Markets

ETFs
-38
- 0.45%
$56.77 - $63.31 $2.16K - $2.41K
8.32K $521K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-113
- 1.52%
$41.22 - $51.19 $4.66K - $5.78K
7.3K $356K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-6.66K
- 4.67%
$9.55 - $11.13 $63.6K - $74.1K
136K $1.47M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-150
- 0.44%
$22.96 - $24.67 $3.44K - $3.7K
34K $838K
PLXS
Plexus Corp

Technology
-222
- 9.87%
$102.17 - $136.71 $22.7K - $30.3K
2.03K $277K
DORM
Dorman Products, Inc.

Consumer Cyclical
-673
- 11.95%
$87.27 - $117.5 $58.7K - $79.1K
4.96K $560K
CWT
California Water Service Group

Utilities
-125
- 1.36%
$47.83 - $55.5 $5.98K - $6.94K
9.09K $493K
FOX
Fox Corp Cl B (De)

Communication Services
-483
- 4.78%
$31.8 - $38.86 $15.4K - $18.8K
9.63K $373K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-111
- 3.48%
$162.45 - $195.17 $18K - $21.7K
3.08K $588K
HWC
Hancock Whitney Corp

Financial Services
-24
- 0.14%
$45.51 - $57.12 $1.09K - $1.37K
16.9K $862K
DEI
Douglas Emmett Inc

Real Estate
-2.05K
- 9.55%
$13.22 - $17.58 $27.1K - $36.1K
19.4K $341K
RNA
Avidity Biosciences, Inc.

Healthcare
-14
- 0.12%
$37.21 - $48.14 $521 - $674
11.3K $516K
TAL
Tal Education Group

Consumer Defensive
-7
- 0.01%
$7.42 - $11.84 $51.9 - $82.9
49.8K $589K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-8.1K
- 7.33%
$80.13 - $88.89 $649K - $720K
102K $9.03M
ACA
Arcosa, Inc.

Industrials
-14
- 0.27%
$76.27 - $95.27 $1.07K - $1.33K
5.25K $497K
STBA
S&T Bancorp Inc

Financial Services
-127
- 1.65%
$32.48 - $45.61 $4.12K - $5.79K
7.59K $318K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-1.3K
- 7.5%
$56.16 - $68.57 $73.1K - $89.2K
16K $1.07M
FE
Firstenergy Corp

Utilities
-4.57K
- 10.52%
$38.25 - $44.54 $175K - $204K
38.8K $1.72M
EWC
Ishares Msci Canada ETF

ETFs
-8.05K
- 9.02%
$36.52 - $41.67 $294K - $336K
81.3K $3.37M
CNO
Cno Financial Group, Inc.

Financial Services
-1.78K
- 10.46%
$27.71 - $35.42 $49.3K - $63K
15.2K $534K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-11.8K
- 9.43%
$64.0 - $72.54 $756K - $857K
114K $8.21M
IYK
Ishares U.S. Consumer Staples

ETFs
-331
- 1.83%
$65.27 - $72.12 $21.6K - $23.9K
17.7K $1.25M
RDY
Dr Reddys Laboratories LTD

Healthcare
-393
- 1.35%
$75.41 - $84.21 $29.6K - $33.1K
28.7K $2.28M
CNS
Cohen & Steers, Inc.

Financial Services
-35
- 1.21%
$70.88 - $97.15 $2.48K - $3.4K
2.85K $273K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.23K
- 2.12%
$92.63 - $105.69 $114K - $130K
56.9K $5.92M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
-112
- 0.24%
$16.15 - $18.27 $1.81K - $2.05K
46.3K $826K
FBP
First Bancorp

Financial Services
-744
- 2.58%
$17.74 - $21.83 $13.2K - $16.2K
28.1K $595K
RHI
Robert Half International Inc.

Industrials
-453
- 1.56%
$59.34 - $68.28 $26.9K - $30.9K
28.6K $1.93M
WDIV
Spdr S&P Global Dividend ETF

ETFs
-6.81K
- 9.83%
$59.25 - $67.03 $404K - $457K
62.5K $4.17M
GVA
Granite Construction Inc

Industrials
-34
- 0.81%
$58.93 - $80.33 $2K - $2.73K
4.16K $329K
ACM
Aecom

Industrials
-6
- 0.13%
$82.37 - $103.25 $494 - $620
4.7K $485K
CCK
Crown Holdings Inc

Consumer Cyclical
-464
- 8.46%
$71.52 - $95.86 $33.2K - $44.5K
5.02K $481K
JBT
John Bean Technologies Corp

Industrials
-133
- 0.52%
$84.93 - $104.4 $11.3K - $13.9K
25.4K $2.5M
TGNA
Tegna Inc

Communication Services
-4.95K
- 5.87%
$13.39 - $16.27 $66.3K - $80.6K
79.4K $1.25M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-618
- 0.43%
$47.0 - $47.84 $29K - $29.6K
145K $6.91M
LVS
Las Vegas Sands Corp

Consumer Cyclical
-3.04K
- 8.0%
$37.86 - $51.12 $115K - $155K
35K $1.76M
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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