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
SSL
Sasol LTD

Basic Materials
6.27K
+ 30.26%
$4.6 - $7.15 $28.8K - $44.8K
27K $167K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
1.05K
+ 17.59%
$72.15 - $75.72 $75.9K - $79.7K
7.03K $516K
WEN
Wendy'S CO

Consumer Cyclical
17.1K
+ 47.62%
$9.09 - $11.88 $156K - $203K
53.1K $486K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
133
+ 6.8%
$138.31 - $165.45 $18.4K - $22K
2.09K $345K
NGVT
Ingevity Corp

Basic Materials
2
+ 0.03%
$40.4 - $60.74 $80.8 - $121
6.23K $343K
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.62K
+ 2.52%
$33.26 - $34.01 $54K - $55.2K
66.1K $2.24M
MDU
Mdu Resources Group Inc

Industrials
2.61K
+ 10.92%
$15.85 - $17.81 $41.4K - $46.5K
26.5K $472K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
7.26K
+ 21.69%
$8.46 - $9.02 $61.5K - $65.5K
40.8K $365K
FINV
Fin Volution Group

Financial Services
10K
New
$7.37 - $10.6 $73.7K - $106K
10K $73K
SCM
Stellus Capital Investment Corp

Financial Services
20.3K
+ 8.01%
$13.04 - $15.29 $265K - $311K
274K $3.61M
NTR
Nutrien Ltd.

Basic Materials
954
+ 3.19%
$55.69 - $62.11 $53.1K - $59.3K
30.9K $1.81M
QLD
Proshares Ultra Qqq

ETFs
125
+ 4.6%
$115.66 - $138.31 $14.5K - $17.3K
2.85K $390K
LAMR
Lamar Advertising CO

Real Estate
470
+ 4.12%
$114.98 - $128.82 $54K - $60.5K
11.9K $1.45M
TKR
Timken CO

Industrials
647
+ 8.27%
$73.5 - $81.69 $47.6K - $52.9K
8.47K $636K
GSL
Global Ship Lease, Inc.

Industrials
73
+ 0.49%
$26.17 - $33.06 $1.91K - $2.41K
14.9K $457K
PZZA
Papa Johns International Inc

Consumer Cyclical
1.5K
+ 31.27%
$40.08 - $50.41 $60.2K - $75.8K
6.31K $303K
UAMY
United States Antimony Corp

Basic Materials
11K
New
$1.97 - $7.3 $21.7K - $80.4K
11K $68K
AVSF
American Centy ETF Tr Avantis

ETFs
1.12K
+ 1.43%
$46.71 - $47.3 $52.5K - $53.2K
79.9K $3.77M
WTTR
Select Energy Services, Inc.

Energy
15
+ 0.05%
$7.91 - $11.05 $119 - $166
32.4K $346K
ASB
Associated Banc Corp

Financial Services
1.61K
+ 8.63%
$23.78 - $27.01 $38.2K - $43.4K
20.2K $519K
NMR
Nomura Holdings Inc

Financial Services
3.51K
+ 6.05%
$6.28 - $7.56 $22K - $26.5K
61.5K $447K
TU
Telus Corp

Communication Services
4.47K
+ 26.29%
$15.6 - $16.63 $69.7K - $74.3K
21.5K $338K
RWT
Redwood Trust Inc

Real Estate
11.3K
New
$5.46 - $6.37 $61.5K - $71.8K
11.3K $65K
BBAX
J P Morgan Betabuilders Develo

ETFs
748
+ 6.32%
$53.96 - $58.06 $40.4K - $43.4K
12.6K $708K
MAPS
Wm Technology, Inc.

Technology
40K
+ 77.55%
$0.88 - $1.3 $35.2K - $52K
91.6K $110K
BCE
Bce Inc

Communication Services
1.93K
+ 12.82%
$22.63 - $25.74 $43.7K - $49.7K
17K $397K
WAFD
Washington Federal Inc

Financial Services
273
+ 0.51%
$28.87 - $31.95 $7.88K - $8.72K
54.3K $1.64M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
990
+ 13.33%
$34.31 - $38.09 $34K - $37.7K
8.42K $319K
FPH
Five Point Holdings, LLC

Real Estate
10.4K
New
$5.28 - $6.49 $55.1K - $67.7K
10.4K $62K
VKTX
Viking Therapeutics, Inc.

Healthcare
2.93K
+ 22.58%
$23.09 - $42.09 $67.7K - $123K
15.9K $406K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
311
+ 4.31%
$82.42 - $87.03 $25.6K - $27.1K
7.53K $655K
CSQ
Calamos Strategic Total Return Fund

Financial Services
2.3K
+ 14.58%
$18.02 - $19.56 $41.4K - $45K
18.1K $348K
CWEN
Clearway Energy, Inc.

Utilities
3.74K
+ 32.0%
$27.89 - $32.98 $104K - $123K
15.4K $435K
ISCG
Ishares Morningstar Small Cap

ETFs
75
+ 0.61%
$49.84 - $55.14 $3.74K - $4.14K
12.4K $672K
SHAK
Shake Shack Inc.

Consumer Cyclical
1.81K
+ 77.92%
$92.4 - $142.03 $167K - $257K
4.13K $386K
AA
Alcoa Corp

Basic Materials
852
+ 9.01%
$28.4 - $33.85 $24.2K - $28.8K
10.3K $338K
GXO
Gxo Logistics, Inc.

Industrials
57
+ 0.43%
$48.07 - $54.59 $2.74K - $3.11K
13.4K $708K
ANNX
Annexon, Inc.

Healthcare
19.7K
New
$2.05 - $3.37 $40.3K - $66.3K
19.7K $58K
PBI
Pitney Bowes Inc

Industrials
4.31K
+ 23.44%
$10.92 - $12.79 $47K - $55.1K
22.7K $258K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
5.56K
+ 28.72%
$14.94 - $16.82 $83.1K - $93.6K
24.9K $372K
WSR
Whitestone Reit

Real Estate
4.84K
+ 44.58%
$11.8 - $13.18 $57.1K - $63.8K
15.7K $192K
NPO
Enpro Industries, Inc

Industrials
15
+ 0.98%
$195.22 - $231.56 $2.93K - $3.47K
1.55K $350K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
3.92K
+ 17.43%
$11.15 - $11.87 $43.7K - $46.5K
26.4K $306K
FNDE
Schwab Fundamental Emerging Mk

ETFs
330
+ 2.37%
$33.13 - $36.31 $10.9K - $12K
14.3K $515K
TAL
Tal Education Group

Consumer Defensive
540
+ 1.08%
$9.82 - $11.68 $5.3K - $6.31K
50.4K $564K
MARA
Marathon Digital Holdings, Inc.

Financial Services
2.43K
+ 11.8%
N/A
23K $519K
PEN
Penumbra Inc

Healthcare
239
+ 10.24%
$227.15 - $287.09 $54.3K - $68.6K
2.57K $652K
PLXS
Plexus Corp

Technology
263
+ 16.91%
$118.29 - $145.34 $31.1K - $38.2K
1.82K $263K
VAL
Valaris LTD

Energy
25
+ 0.32%
$43.9 - $52.99 $1.1K - $1.32K
7.79K $379K
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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