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
LUV
Southwest Airlines CO

Industrials
-6.93K
- 9.37%
$29.06 - $37.7 $202K - $261K
67.1K $2.14M
HCSG
Healthcare Services Group Inc

Healthcare
-26.8K
- 24.57%
$12.69 - $16.83 $340K - $451K
82.2K $1.38M
IEF
Ishares Barclays

ETFs
-3.15K
- 4.32%
$93.91 - $97.26 $296K - $306K
69.7K $6.72M
CPT
Camden Property Trust

Real Estate
-377
- 1.05%
$104.05 - $115.69 $39.2K - $43.6K
35.6K $3.81M
FLSW
Franklin Templeton ETF Tr

ETFs
-7.05K
- 15.22%
$36.43 - $39.05 $257K - $275K
39.3K $1.51M
AVT
Avnet Inc

Technology
-3.43K
- 4.0%
$49.46 - $56.3 $170K - $193K
82.4K $4.31M
DLTR
Dollar Tree, Inc.

Consumer Defensive
-1.56K
- 7.25%
$94.03 - $117.16 $147K - $183K
19.9K $1.88M
IBMP
Ishares Tr Ibonds December 202

ETFs
-9.75K
- 39.56%
$25.3 - $25.56 $247K - $249K
14.9K $379K
EWX
Spdr S&P Emerging Markets Smal

ETFs
-4.24K
- 53.45%
$61.93 - $68.12 $263K - $289K
3.69K $248K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
-11.4K
- 20.89%
$7.48 - $11.55 $85.4K - $132K
43.2K $323K
RFMZ
River North Flexible Municipal Income Fund Ii, Inc.
-19.4K
- 54.64%
$12.41 - $13.11 $241K - $255K
16.1K $210K
BEN
Franklin Resources Inc

Financial Services
-9.47K
- 34.97%
$23.13 - $26.03 $219K - $246K
17.6K $407K
DVA
Davita Inc.

Healthcare
-133
- 0.59%
$127.69 - $151.32 $17K - $20.1K
22.5K $2.99M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-7.63K
- 27.73%
$30.71 - $30.86 $234K - $235K
19.9K $613K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-7.5K
- 11.3%
$45.41 - $48.26 $341K - $362K
58.9K $2.81M
IBMO
Ishares Tr Ibonds December 202

ETFs
-8.81K
- 37.62%
$25.58 - $25.72 $225K - $226K
14.6K $374K
XLI
Industrial Sector Spdr

ETFs
-6.06K
- 5.73%
$147.94 - $154.99 $897K - $940K
99.8K $15.4M
UPWK
Upwork, Inc

Industrials
-34K
- 42.35%
$11.75 - $20.07 $399K - $682K
46.2K $858K
OSW
Onespaworld Holdings LTD

Consumer Cyclical
-11.8K
- 25.92%
$20.74 - $22.97 $245K - $271K
33.7K $712K
MFG
Mizuho Financial Group Inc

Financial Services
-73.7K
- 30.09%
$5.42 - $6.85 $400K - $505K
171K $1.15M
HESM
Hess Midstream LP

Energy
-4.1K
- 24.83%
$34.55 - $43.53 $142K - $178K
12.4K $428K
DHS
Wisdomtree Tr U.S

ETFs
-2.84K
- 17.09%
$96.42 - $101.82 $274K - $289K
13.8K $1.39M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
-264
- 1.27%
$68.93 - $83.01 $18.2K - $21.9K
20.5K $1.44M
KT
Kt Corp

Communication Services
-6.13K
- 9.3%
$19.32 - $21.38 $118K - $131K
59.7K $1.16M
KHC
Kraft Heinz CO

Consumer Defensive
-9.47K
- 4.8%
$25.63 - $28.94 $243K - $274K
188K $4.9M
ESAB
Esab Corp

Industrials
-232
- 1.17%
$108.14 - $134.17 $25.1K - $31.1K
19.6K $2.19M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-4.18K
- 13.28%
$52.55 - $54.37 $220K - $227K
27.3K $1.48M
SANA
Sana Biotechnology, Inc.

Healthcare
-319K
- 28.08%
$2.83 - $5.14 $903K - $1.64M
817K $2.9M
RWR
Spdr Dow Jones Reit ETF

ETFs
-2.33K
- 26.99%
$95.17 - $101.62 $222K - $237K
6.31K $632K
MDXG
Mimedx Group, Inc.

Healthcare
-38K
- 50.61%
$6.1 - $7.31 $232K - $277K
37K $258K
MNRO
Monro, Inc.

Consumer Cyclical
-16.9K
- 49.7%
$13.07 - $18.68 $221K - $316K
17.1K $307K
HOMB
Home Bancshares Inc

Financial Services
-6.67K
- 11.33%
$27.55 - $30.19 $184K - $201K
52.2K $1.48M
DXC
Dxc Technology CO

Technology
-9.09K
- 20.66%
$12.85 - $16.24 $117K - $148K
34.9K $475K
CMF
Ishares California Muni Bond E

ETFs
-3.73K
- 27.99%
$55.16 - $57.13 $206K - $213K
9.61K $547K
WBS
Webster Financial Corp

Financial Services
-4.56K
- 29.1%
$55.19 - $62.92 $252K - $287K
11.1K $660K
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
-3.53K
- 8.35%
$90.5 - $96.59 $319K - $340K
38.7K $3.7M
PEGA
Pegasystems Inc

Technology
-4.92K
- 17.58%
$49.75 - $60.39 $245K - $297K
23.1K $1.33M
BBH
Vaneck ETF Tr Biotech ETF

ETFs
-1.64K
- 24.68%
$154.79 - $169.41 $254K - $278K
5.01K $829K
BFK
Blackrock Municipal Income Trust

Financial Services
-20.5K
- 52.01%
$9.44 - $10.17 $194K - $209K
18.9K $190K
FCFS
First Cash Holdings, Inc.

Financial Services
-3.05K
- 24.0%
$120.08 - $158.42 $366K - $483K
9.65K $1.53M
MTH
Meritage Homes Corp

Consumer Cyclical
-3.09K
- 45.72%
$67.34 - $82.83 $208K - $256K
3.66K $265K
DIN
Dine Brands Global, Inc.

Consumer Cyclical
-7.93K
- 29.98%
$20.41 - $26.82 $162K - $213K
18.5K $458K
KEP
Korea Electric Power Corp

Utilities
-227
- 0.15%
$12.94 - $14.82 $2.94K - $3.36K
153K $2M
PRVA
Privia Health Group, Inc.

Healthcare
-10.4K
- 26.81%
$18.86 - $24.9 $196K - $258K
28.3K $705K
OVV
Ovintiv Inc.

Energy
-7.01K
- 16.03%
$38.53 - $43.17 $270K - $302K
36.7K $1.48M
UPRO
Proshares Trust Proshares Ultr

ETFs
-6.1K
- 24.48%
$91.26 - $112.39 $556K - $685K
18.8K $2.1M
DBX
Dropbox, Inc.

Technology
-7.5K
- 24.54%
$26.13 - $32.17 $196K - $241K
23.1K $696K
ADUS
Addus Home Care Corp

Healthcare
-1.72K
- 18.19%
$104.96 - $118.41 $180K - $203K
7.71K $909K
PTLO
Portillo'S Inc.

Consumer Cyclical
-35
- 0.1%
$6.06 - $12.32 $212 - $431
33.4K $215K
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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