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
ZM
Zoom Video Communications, Inc.

Technology
-9.88K
- 15.19%
$69.77 - $86.83 $689K - $858K
55.2K $4.55M
RPV
Invesco Exchange Traded Fd Tr

ETFs
-6.01K
- 42.82%
$90.97 - $99.42 $547K - $598K
8.03K $797K
ON
On Semiconductor Corp

Technology
-5.07K
- 5.87%
$46.98 - $62.45 $238K - $317K
81.3K $4.01M
PB
Prosperity Bancshares Inc

Financial Services
-5.97K
- 19.11%
$65.12 - $74.71 $388K - $446K
25.2K $1.67M
OLED
Universal Display Corp Pa

Technology
-2.42K
- 15.47%
$134.16 - $161.44 $324K - $390K
13.2K $1.9M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-4.77K
- 25.68%
$121.81 - $137.24 $581K - $654K
13.8K $1.82M
UNM
Unum Group

Financial Services
-1.51K
- 1.14%
$68.55 - $82.12 $103K - $124K
131K $10.2M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-5.11K
- 31.19%
$98.52 - $103.93 $504K - $531K
11.3K $1.16M
MEDP
Medpace Holdings, Inc.

Healthcare
-2.7K
- 61.22%
$308.88 - $514.16 $834K - $1.39M
1.71K $879K
SMID
Smith Midland Corp

Basic Materials
-17K
- 32.85%
$33.04 - $43.24 $562K - $735K
34.8K $1.23M
EA
Electronic Arts Inc.

Communication Services
-10K
- 27.63%
$147.79 - $202.05 $1.48M - $2.02M
26.2K $5.29M
IYC
Ishares U.S. Consumer Discreti

ETFs
-5.77K
- 27.71%
$98.12 - $105.85 $566K - $610K
15K $1.58M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-26.3K
- 11.35%
$284.45 - $324.95 $7.49M - $8.55M
206K $65.8M
TIP
Ishares Tr Tips Bd ETF

ETFs
-4.77K
- 12.17%
$109.11 - $111.88 $521K - $534K
34.4K $3.83M
TDSB
Exchange Listed Fds Tr Cabana

ETFs
-27.3K
- 18.64%
$22.19 - $23.33 $606K - $637K
119K $2.78M
WWD
Woodward, Inc.

Industrials
-2.11K
- 30.46%
$237.33 - $266.1 $501K - $561K
4.81K $1.22M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-861
- 5.46%
$158.24 - $191.13 $136K - $165K
14.9K $2.47M
ABM
Abm Industries Inc

Industrials
-9.93K
- 59.93%
$44.78 - $49.66 $444K - $493K
6.64K $306K
PINS
Pinterest, Inc.

Communication Services
-5.45K
- 6.74%
$32.17 - $39.17 $175K - $214K
75.5K $2.43M
IYE
Ishares Tr

ETFs
-13.2K
- 19.33%
$44.83 - $48.91 $591K - $645K
55.1K $2.62M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
-17.2K
- 48.75%
$29.27 - $32.3 $504K - $556K
18.1K $583K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-22.6K
- 42.89%
$20.76 - $21.78 $469K - $492K
30.1K $648K
EQR
Equity Residential

Real Estate
-3.46K
- 3.97%
$62.3 - $68.34 $216K - $237K
83.8K $5.42M
ZS
Zscaler, Inc.

Technology
-33
- 0.1%
$267.68 - $316.5 $8.83K - $10.4K
31.7K $9.49M
NYF
Ishares New York Muni Bond ETF

ETFs
-9.14K
- 41.55%
$51.6 - $53.44 $472K - $489K
12.9K $686K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
-13.3K
- 5.64%
$12.77 - $14.42 $169K - $191K
222K $2.84M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-8.76K
- 24.18%
$42.56 - $49.08 $373K - $430K
27.5K $1.18M
GTX
Garrett Motion Inc.

Consumer Cyclical
-52.5K
- 59.3%
$10.72 - $13.99 $563K - $734K
36K $490K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-8.73K
- 7.57%
$50.47 - $50.74 $440K - $443K
107K $5.4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-7.99K
- 7.81%
$55.61 - $57.37 $444K - $459K
94.3K $5.39M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-4.39K
- 40.75%
$95.22 - $96.21 $418K - $423K
6.39K $613K
VRT
Vertiv Holdings CO

Industrials
-4.78K
- 12.86%
N/A
32.4K $2.81M
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
-71.9K
- 60.8%
$5.71 - $6.25 $411K - $450K
46.4K $289K
INDA
Ishares Msci India Index Fund

ETFs
-2.44K
- 3.09%
$51.98 - $55.84 $127K - $136K
76.3K $3.97M
UDOW
Proshares Trust Proshrs Ultrap

ETFs
-6.2K
- 30.82%
$90.21 - $107.72 $559K - $668K
13.9K $1.49M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-37.5K
- 46.63%
$11.04 - $11.83 $414K - $443K
42.9K $501K
IXP
Ishares Global Comm Services E

ETFs
-6.27K
- 19.04%
$109.97 - $126.56 $689K - $793K
26.6K $3.29M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-16.7K
- 16.76%
$24.14 - $24.34 $403K - $406K
82.8K $2.02M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-13K
- 55.2%
$32.53 - $35.69 $422K - $463K
10.5K $373K
PSA
Public Storage

Real Estate
-413
- 0.68%
$271.94 - $298.09 $112K - $123K
60.6K $17.5M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-16.7K
- 18.21%
N/A
75K $1.78M
HUBS
Hubspot Inc

Technology
-369
- 14.9%
$420.79 - $560.9 $155K - $207K
2.11K $985K
HSIC
Henry Schein Inc

Healthcare
-2.12K
- 5.7%
$64.83 - $74.67 $138K - $158K
35.1K $2.33M
LECO
Lincoln Electric Holdings Inc

Industrials
-2.2K
- 48.24%
$210.22 - $247.76 $461K - $544K
2.36K $555K
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
-15.3K
- 37.38%
$17.81 - $21.91 $273K - $336K
25.7K $470K
CBZ
Cbiz, Inc.

Industrials
-3.79K
- 38.87%
$51.19 - $77.81 $194K - $295K
5.96K $315K
CROX
Crocs, Inc.

Consumer Cyclical
-1.62K
- 11.82%
$74.39 - $108.79 $121K - $177K
12.1K $1.01M
EIX
Edison International

Utilities
-8.81K
- 28.4%
$50.42 - $56.35 $444K - $497K
22.2K $1.23M
FLAX
Franklin Templeton ETF Tr Fran

ETFs
-16.7K
- 42.14%
$25.89 - $29.04 $433K - $486K
23K $662K
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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