Ci Private Wealth, LLC Sells in Q1 2025

Ci Private Wealth, LLC

  • $59.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FDL
First Tr Morningstar Dividend

ETFs
-319
- 2.74%
$39.69 - $43.83 $12.7K - $14K
11.3K $491K
AHCO
Adapt Health Corp.

Healthcare
-359
- 1.7%
$8.45 - $11.38 $3.03K - $4.09K
20.8K $225K
MMSI
Merit Medical Systems Inc

Healthcare
-18
- 0.63%
$95.64 - $110.29 $1.72K - $1.99K
2.84K $300K
AVSD
American Centy ETF Tr Avantis

ETFs
-12.6K
- 6.93%
$54.89 - $62.11 $689K - $780K
169K $10.1M
MFC
Manulife Financial Corp

Financial Services
-582
- 0.52%
$28.41 - $31.82 $16.5K - $18.5K
111K $3.45M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
-176
- 0.52%
$44.87 - $56.71 $7.9K - $9.98K
33.8K $1.65M
FMX
Mexican Economic Development Inc

Consumer Defensive
-281
- 5.46%
$81.23 - $100.59 $22.8K - $28.3K
4.87K $474K
LDEM
Ishares Tr Esg Msci Em Leaders

ETFs
-499
- 2.85%
$44.39 - $50.29 $22.2K - $25.1K
17K $829K
KT
Kt Corp

Communication Services
-7.5K
- 9.86%
$15.57 - $18.63 $117K - $140K
68.6K $1.21M
LKQ
Lkq Corp

Consumer Cyclical
-7.61K
- 12.3%
$36.24 - $44.05 $276K - $335K
54.3K $2.31M
TRNO
Terreno Realty Corp

Real Estate
-840
- 3.66%
$57.4 - $68.5 $48.2K - $57.5K
22.1K $1.4M
LBRDA
Liberty Broadband Corp

Communication Services
-126
- 2.55%
$72.73 - $88.43 $9.16K - $11.1K
4.82K $409K
ADPT
Adaptive Biotechnologies Corp

Healthcare
-10.8K
- 12.33%
$6.07 - $8.66 $65.6K - $93.6K
76.8K $570K
BVN
Buenaventura Mining CO Inc

Basic Materials
-2K
- 10.71%
$11.97 - $15.79 $24K - $31.6K
16.7K $261K
MPLX
Mplx LP

Energy
-2.75K
- 8.08%
$47.88 - $54.65 $131K - $150K
31.2K $1.67M
AGI
Alamos Gold Inc

Basic Materials
-3.92K
- 21.52%
$18.69 - $26.74 $73.2K - $105K
14.3K $382K
CTVA
Corteva, Inc.

Basic Materials
-20.5K
- 9.14%
$55.94 - $66.15 $1.15M - $1.36M
204K $12.8M
KEP
Korea Electric Power Corp

Utilities
-4.02K
- 2.6%
$6.68 - $8.18 $26.8K - $32.8K
151K $1.12M
SPH
Suburban Propane Partners LP

Utilities
-114
- 0.78%
$17.64 - $22.2 $2.01K - $2.53K
14.5K $304K
EVTC
Evertec, Inc.

Technology
-952
- 2.39%
$31.79 - $37.92 $30.3K - $36.1K
38.9K $1.43M
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
-414
- 0.44%
$17.64 - $18.41 $7.3K - $7.62K
94.2K $1.72M
CNO
Cno Financial Group, Inc.

Financial Services
-310
- 1.98%
$35.99 - $42.34 $11.2K - $13.1K
15.3K $638K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-160
- 1.36%
$49.06 - $56.82 $7.85K - $9.09K
11.6K $640K
STWD
Starwood Property Trust, Inc.

Real Estate
-3.29K
- 2.17%
$18.41 - $20.53 $60.6K - $67.6K
148K $2.93M
EQNR
Equinor Asa

Energy
-3.71K
- 6.46%
$22.37 - $26.45 $83.1K - $98.2K
53.8K $1.42M
NTST
Netstreit Corp.

Real Estate
-302
- 0.76%
$13.64 - $15.85 $4.12K - $4.79K
39.5K $625K
AVES
American Centy ETF Tr Avantis

ETFs
-466
- 0.51%
$44.71 - $48.65 $20.8K - $22.7K
91.1K $4.3M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-18
- 0.18%
$69.81 - $78.9 $1.26K - $1.42K
10.2K $795K
EBR
Brazilian Electric Power CO

Utilities
-1.31K
- 2.15%
$5.56 - $7.41 $7.26K - $9.67K
59.3K $420K
CQP
Cheniere Energy Partners, L.P.

Energy
-200
- 2.97%
$55.42 - $67.71 $11.1K - $13.5K
6.53K $431K
TME
Tencent Music Entertainment Group

Communication Services
-1.99K
- 5.91%
$10.28 - $15.09 $20.5K - $30.1K
31.7K $457K
CINF
Cincinnati Financial Corp

Financial Services
-434
- 1.2%
$133.67 - $147.81 $58K - $64.1K
35.6K $5.26M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-61
- 0.21%
$61.2 - $68.24 $3.73K - $4.16K
28.9K $1.91M
BAX
Baxter International Inc

Healthcare
-4.77K
- 9.69%
$29.26 - $36.57 $140K - $174K
44.4K $1.52M
FLGB
Franklin Templeton ETF Tr

ETFs
-190
- 0.46%
$25.73 - $29.17 $4.89K - $5.54K
41.1K $1.18M
ENFR
Alerian Energy Infrastructure

ETFs
-188
- 0.29%
$30.27 - $34.12 $5.69K - $6.41K
64K $2.1M
CHE
Chemed Corp

Healthcare
-151
- 6.6%
$521.84 - $615.32 $78.8K - $92.9K
2.14K $1.31M
SSRM
Ssr Mining Inc.

Basic Materials
-316
- 0.84%
$7.06 - $11.21 $2.23K - $3.54K
37.3K $373K
OSIS
Osi Systems Inc

Technology
-160
- 2.95%
$153.35 - $219.6 $24.5K - $35.1K
5.26K $1.02M
EUSC
Wisdomtree Tr Europe Hedged Sm

ETFs
-1.18K
- 2.95%
$37.97 - $44.02 $44.7K - $51.9K
38.8K $1.64M
NTR
Nutrien Ltd.

Basic Materials
-906
- 2.72%
$45.28 - $53.84 $41K - $48.8K
32.3K $1.61M
SE
Sea LTD

Consumer Cyclical
-500
- 6.56%
$104.87 - $146.31 $52.4K - $73.2K
7.12K $928K
HII
Huntington Ingalls Industries, Inc.

Industrials
-349
- 2.73%
$159.75 - $208.61 $55.8K - $72.8K
12.5K $2.54M
HOOD
Robinhood Markets, Inc.

Technology
-324
- 1.05%
$35.63 - $65.28 $11.5K - $21.2K
30.5K $1.27M
HMY
Harmony Gold Mining CO LTD

Basic Materials
-225
- 1.03%
$8.25 - $14.77 $1.86K - $3.32K
21.6K $318K
PDD
Pinduoduo Inc.

Consumer Cyclical
-312
- 3.76%
$94.68 - $131.34 $29.5K - $41K
7.99K $945K
KGC
Kinross Gold Corp

Basic Materials
-1.92K
- 3.81%
$9.69 - $12.61 $18.6K - $24.2K
48.5K $611K
XEL
Xcel Energy Inc

Utilities
-4.12K
- 3.07%
$63.37 - $72.1 $261K - $297K
130K $9.2M
ALKS
Alkermes Plc.

Healthcare
-469
- 1.16%
$28.08 - $36.0 $13.2K - $16.9K
40K $1.32M
Activity Summary
Buys All Purchases 925 New Holdings 132 Increased Positions 793 Sells All Sells 1213 Reductions 1213 Sold out 0 Options Calls 1 Puts 4
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