Ci Private Wealth, LLC Sells in Q3 2025

Ci Private Wealth, LLC

  • $62.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Lufax Holding LTD
-2.59K
- 18.54%
N/A
11.4K $0
Metsera Inc
-4.37K
- 33.33%
N/A
8.74K $0
Millrose Pptys Inc
-21.8K
- 50.0%
N/A
21.8K $0
MOGA
Moog Inc Cla
-8.39K
- 66.92%
N/A
4.15K $0
Nextera Energy Inc
-7.35K
- 38.19%
N/A
11.9K $0
Nuveen Churchill Direct Lend
-48.7K
- 2.06%
N/A
2.32M $0
Oaktree Specialty Lending CO
-10.7K
- 24.85%
N/A
32.3K $0
ALCC
Alt C Acquisition Corp.

Financial Services
-19.9K
- 8.18%
N/A
224K $0
OABI
Omniab Inc Com
-2.96K
- 9.8%
N/A
27.3K $0
Perimeter Solutions Inc
-840K
- 25.37%
N/A
2.47M $0
Ralliant Corp
-8.62K
- 36.08%
N/A
15.3K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-21.9K
- 64.13%
N/A
12.3K $0
Segall Bryant & Hamill Tr
-4.71K
- 3.86%
N/A
117K $0
Sharkninja Inc
-65
- 2.39%
N/A
2.66K $0
Smartkem Inc
-1.96K
- 9.24%
N/A
19.3K $0
Solventum Corp
-2.79K
- 6.32%
N/A
41.4K $0
Super Micro Computer Inc
-7.63K
- 16.64%
N/A
38.2K $0
Thomson Reuters Corp
-873
- 4.41%
N/A
18.9K $0
Tidal Trust I
-41
- 2.24%
N/A
1.79K $0
UHALB
Amerco Com Ser N
-7.68K
- 61.85%
N/A
4.74K $0
VUSB
Vanguard Bd Index Fds
-993
- 0.81%
N/A
122K $0
Vanguard Calif Tax Free Fds
-1.86K
- 4.68%
N/A
37.8K $0
Veralto Corp
-8.66K
- 5.85%
N/A
139K $0
Worthington Stl Inc
-3.05K
- 24.48%
N/A
9.41K $0
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
-750
- 3.98%
$10.02 - $10.85 $7.52K - $8.14K
18.1K $196K
LMND
Lemonade, Inc.

Financial Services
-1.26K
- 17.63%
$36.28 - $60.96 $45.7K - $76.7K
5.88K $314K
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
-7.15K
- 31.35%
$17.7 - $27.7 $126K - $198K
15.6K $424K
TGTX
Tg Therapeutics, Inc.

Healthcare
-57
- 0.14%
$26.39 - $39.19 $1.5K - $2.23K
40.3K $1.46M
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
-1.68K
- 4.07%
$9.82 - $10.65 $16.5K - $17.9K
39.7K $419K
PATH
Ui Path, Inc.

Technology
-827
- 3.1%
$10.44 - $13.38 $8.63K - $11.1K
25.8K $345K
HUBG
Hub Group, Inc.

Industrials
-64
- 0.91%
$33.6 - $37.58 $2.15K - $2.41K
6.99K $240K
NI
Nisource Inc.

Utilities
-5.07K
- 6.68%
$39.0 - $43.33 $198K - $220K
70.7K $3.06M
EGY
Vaalco Energy Inc

Energy
-24
- 0.21%
$3.53 - $4.3 $84.7 - $103
11.6K $46K
BBD
Bank Bradesco

Financial Services
-1.88K
- 4.47%
$2.75 - $3.39 $5.17K - $6.37K
40.1K $135K
ONL
Orion Office Reit Inc.

Real Estate
-220
- 2.0%
$2.27 - $3.04 $499 - $669
10.8K $29K
ESE
Esco Technologies Inc

Technology
-260
- 8.06%
$185.22 - $217.75 $48.2K - $56.6K
2.97K $625K
KBA
Kraneshares Bosera Msci China

ETFs
-1.89K
- 17.15%
$24.26 - $30.07 $45.9K - $56.9K
9.14K $274K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-60
- 0.22%
$23.6 - $24.47 $1.42K - $1.47K
27.8K $678K
IYG
Ishares Tr

ETFs
-25
- 0.98%
$85.16 - $90.57 $2.13K - $2.26K
2.54K $227K
AOA
Ishares Tr Core Aggressive All

ETFs
-1.07K
- 4.89%
$82.71 - $88.14 $88.6K - $94.4K
20.8K $1.84M
RDNT
Rad Net, Inc.

Healthcare
-1.21K
- 23.1%
$52.53 - $77.24 $63.5K - $93.4K
4.02K $306K
PDI
Pimco Dynamic Income Fund

Financial Services
-9
- 0.07%
$18.85 - $20.07 $170 - $181
12.1K $238K
PCOR
Procore Technologies, Inc.

Technology
-178
- 3.5%
$61.62 - $76.64 $11K - $13.6K
4.91K $358K
REKR
Rekor Systems, Inc.

Technology
-2.5K
- 6.41%
$1.05 - $1.89 $2.63K - $4.73K
36.5K $56K
SEE
Sealed Air Corp

Consumer Cyclical
-1.09K
- 9.57%
$28.47 - $35.35 $31.1K - $38.7K
10.3K $365K
FXU
First Tr Exchange Traded Fd Ut

ETFs
-604
- 4.6%
$41.97 - $45.5 $25.3K - $27.5K
12.5K $568K
NEOG
Neogen Corp

Healthcare
-5.66K
- 11.99%
$4.65 - $5.75 $26.3K - $32.5K
41.5K $237K
BKD
Brookdale Senior Living Inc.

Healthcare
-307
- 2.86%
$6.69 - $8.5 $2.05K - $2.61K
10.4K $88K
EHC
Encompass Health Corp

Healthcare
-600
- 2.94%
$107.13 - $127.02 $64.3K - $76.2K
19.8K $2.52M
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
Track This Portfolio

Track Ci Private Wealth, LLC Portfolio

Follow Ci Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ci Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ci Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email