Ci Private Wealth, LLC Purchases in Q3 2025

Ci Private Wealth, LLC

  • $62.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IUS
Invesco Ex Traded Self Indx Fd

ETFs
15
+ 0.37%
$51.16 - $55.21 $767 - $828
4.06K $224K
SXT
Sensient Technologies Corp

Basic Materials
451
+ 8.1%
$93.0 - $120.77 $41.9K - $54.5K
6.02K $564K
ADT
Adt Inc.

Industrials
1.1K
+ 4.27%
$8.27 - $8.85 $9.13K - $9.77K
27K $234K
NAK
Northern Dynasty Minerals LTD

Basic Materials
13.3K
New
$0.75 - $2.3 $9.94K - $30.5K
13.3K $15K
LEGR
First Tr ETF Indxx Innovation

ETFs
14
+ 0.26%
$52.62 - $56.39 $737 - $789
5.42K $304K
LCII
Lci Industries

Consumer Cyclical
92
+ 3.75%
$93.15 - $107.98 $8.57K - $9.93K
2.55K $237K
SNAP
Snap Inc

Communication Services
7.17K
+ 17.07%
$6.99 - $10.35 $50.1K - $74.2K
49.1K $378K
CRVL
Corvel Corp

Financial Services
2.34K
+ 35.28%
$77.22 - $104.34 $180K - $244K
8.96K $693K
CRGY
Crescent Energy CO

Energy
713
+ 4.21%
$8.22 - $9.94 $5.86K - $7.09K
17.7K $157K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
188
+ 0.93%
N/A
20.4K $1.32M
MAPSW
Wm Technology Inc Wt Pur Com E
250K
+ 103.52%
$0.01 - $0.04 $2.5K - $10K
491K $14K
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
76
+ 0.36%
$2.43 - $3.1 $185 - $236
20.9K $62K
DHC
Diversified Healthcare Trust

Real Estate
40
+ 0.32%
$3.27 - $4.6 $131 - $184
12.6K $55K
DNP
Dnp Select Income Fund Inc

Financial Services
193
+ 0.54%
$9.65 - $10.02 $1.86K - $1.93K
35.6K $356K
SFNC
Simmons First National Corp

Financial Services
353
+ 2.64%
$18.71 - $21.16 $6.6K - $7.47K
13.7K $263K
JNK
Spdr Bloomberg High Yield Bond

ETFs
78
+ 2.22%
$96.22 - $98.19 $7.51K - $7.66K
3.6K $352K
BLND
Blend Labs, Inc.

Technology
22
+ 0.09%
$2.73 - $4.37 $60.1 - $96.1
23.9K $87K
CFFN
Capitol Federal Financial, Inc.

Financial Services
312
+ 1.17%
$5.73 - $6.56 $1.79K - $2.05K
27K $171K
TLSA
Tiziana Life Sciences LTD

Healthcare
2.05K
+ 20.16%
$1.47 - $2.52 $3.02K - $5.17K
12.2K $25K
VRA
Vera Bradley, Inc.

Consumer Cyclical
10K
+ 24.39%
$1.9 - $2.57 $19K - $25.7K
51K $99K
PFFV
Global X Variable Rate Preferr

Technology
178
+ 1.69%
$22.87 - $23.38 $4.07K - $4.16K
10.7K $247K
TMC
Tmc The Metals CO Inc.

Basic Materials
2K
+ 7.7%
$4.67 - $8.1 $9.36K - $16.2K
28K $179K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
107
+ 0.57%
$42.75 - $43.37 $4.57K - $4.64K
19K $821K
SID
National Steel CO

Basic Materials
3.34K
+ 30.79%
$1.25 - $1.61 $4.17K - $5.37K
14.2K $21K
EPR
Epr Properties

Real Estate
158
+ 1.08%
$52.58 - $61.21 $8.31K - $9.67K
14.8K $859K
ICL
Icl Group Ltd.

Basic Materials
8.62K
+ 11.79%
$5.93 - $7.31 $51.1K - $63K
81.7K $508K
SENS
Senseonics Holdings, Inc.

Healthcare
15.3K
New
$0.43 - $0.58 $6.57K - $8.86K
15.3K $6K
XYLD
Global X Fds S&P 500 Covered C

ETFs
33
+ 0.32%
$38.52 - $39.39 $1.27K - $1.3K
10.3K $403K
HOPE
Hope Bancorp Inc

Financial Services
335
+ 1.61%
$9.71 - $11.66 $3.25K - $3.91K
21.1K $227K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
22
+ 0.52%
$68.58 - $69.85 $1.51K - $1.54K
4.24K $295K
OMAB
Central North Airport Group

Industrials
58
+ 2.52%
$102.01 - $113.86 $5.92K - $6.6K
2.36K $244K
EFC
Ellington Financial Inc.

Real Estate
130
+ 1.21%
$12.66 - $14.02 $1.65K - $1.82K
10.8K $140K
URBN
Urban Outfitters Inc

Consumer Cyclical
60
+ 2.04%
$66.84 - $79.79 $4.01K - $4.79K
3.01K $214K
EUSC
Wisdomtree Tr Europe Hedged Sm

ETFs
22
+ 0.05%
N/A
40.8K $1.88M
Sprott Fds Tr
19.4K
New
N/A
19.4K $0
2023 ETF Series Trust Ii
50.5K
+ 73.36%
N/A
119K $0
Accelerant Holdings
30K
New
N/A
30K $0
Acuren Corp
80.2K
New
N/A
80.2K $0
Advisors Ser Tr
53.1K
New
N/A
53.1K $0
Aebi Schmidt Hldg Ag
43.2K
New
N/A
43.2K $0
Aegon LTD
5.03K
+ 12.18%
N/A
46.3K $0
Airjoule Technologies Corp
1.65M
New
N/A
1.65M $0
Airjoule Technologies Corp
75K
New
N/A
75K $0
American Centy ETF Tr
177
+ 2.5%
N/A
7.26K $0
American Centy ETF Tr
4.94K
+ 44.13%
N/A
16.1K $0
AVGE
American Centy ETF Tr Avantis
2.24K
+ 6.43%
N/A
37K $0
UIHC
United Insurance Holdings Corp.

Financial Services
1
+ 0.0%
N/A
30K $225K
Amplify ETF Tr
19.7K
+ 33.17%
N/A
79.3K $0
Anglogold Ashanti PLC
498
+ 2.97%
N/A
17.2K $0
Activity Summary
Buys All Purchases 1367 New Holdings 266 Increased Positions 1101 Sells All Sells 1053 Reductions 1053 Sold out 0 Options Calls 11 Puts 14
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