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
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-25.2K
- 6.49%
$72.04 - $77.35 $1.82M - $1.95M
363K $27.8M
CUZ
Cousins Properties Inc

Real Estate
-11.6K
- 48.7%
$26.53 - $29.82 $308K - $346K
12.2K $353K
PCT
Pure Cycle Technologies, Inc.

Industrials
-23K
- 23.76%
$12.21 - $16.92 $281K - $389K
73.8K $970K
UMC
United Microelectronics Corp

Technology
-44.7K
- 24.79%
$6.58 - $7.86 $294K - $351K
136K $1.03M
MTDR
Matador Resources CO

Energy
-6.41K
- 28.82%
$44.93 - $52.55 $288K - $337K
15.8K $711K
MRCY
Mercury Systems Inc

Industrials
-8.94K
- 60.82%
$50.09 - $77.4 $448K - $692K
5.76K $445K
CHMI
Cherry Hill Mortgage Investment Corp

Real Estate
-97.9K
- 29.44%
$2.41 - $3.02 $236K - $296K
235K $565K
CHH
Choice Hotels International Inc

Consumer Cyclical
-870
- 6.95%
$106.91 - $135.29 $93K - $118K
11.6K $1.24M
WDIV
Spdr S&P Global Dividend ETF

ETFs
-6.36K
- 10.93%
$70.16 - $73.96 $446K - $471K
51.8K $3.77M
BUR
Burford Capital LTD

Financial Services
-16.2K
- 26.35%
$11.96 - $14.84 $193K - $240K
45.2K $540K
PEG
Public Service Enterprise Group Inc

Utilities
-2.25K
- 1.12%
$79.99 - $90.14 $180K - $203K
198K $16.5M
TZA
Direxion Shs ETF Tr Direxion D

ETFs
-20K
- 44.44%
$7.96 - $11.97 $159K - $239K
25K $205K
ADM
Archer Daniels Midland CO

Consumer Defensive
-20.6K
- 15.86%
$53.54 - $64.21 $1.1M - $1.32M
109K $6.53M
MGV
Vanguard Mega Cap Value

ETFs
-2.86K
- 27.48%
$129.46 - $137.85 $370K - $394K
7.55K $1.04M
CRBG
Corebridge Financial, Inc.

Financial Services
-1.01K
- 1.19%
$31.36 - $35.94 $31.5K - $36.2K
83.9K $2.69M
KRP
Kimbell Royalty Partners, LP

Energy
-21.7K
- 32.14%
$13.08 - $15.06 $284K - $327K
45.9K $619K
IYK
Ishares U.S. Consumer Staples

ETFs
-4.19K
- 23.27%
$67.65 - $71.68 $283K - $300K
13.8K $945K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-35.1K
- 20.5%
$10.62 - $11.43 $373K - $401K
136K $1.55M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
-22.8K
- 5.03%
$49.55 - $52.25 $1.13M - $1.19M
431K $22.5M
IYH
Ishares Tr

ETFs
-6.86K
- 17.08%
$54.36 - $58.96 $373K - $405K
33.3K $1.96M
MDB
Mongo Db, Inc.

Technology
-2.99K
- 48.7%
$201.0 - $334.87 $600K - $1M
3.14K $975K
FTV
Fortive Corp

Technology
-851
- 0.99%
$46.55 - $53.34 $39.6K - $45.4K
84.8K $4.15M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-12.5K
- 13.11%
$25.24 - $25.56 $317K - $321K
83.1K $2.12M
MOS
Mosaic CO

Basic Materials
-7.8K
- 35.06%
$30.93 - $37.81 $241K - $295K
14.5K $501K
CLX
Clorox CO

Consumer Defensive
-3.04K
- 14.61%
$117.67 - $131.43 $358K - $400K
17.8K $2.19M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-2.52K
- 14.86%
$57.1 - $70.52 $144K - $178K
14.5K $861K
AVRE
American Centy ETF Tr Avantis
-7.94K
- 4.67%
$43.53 - $45.34 $346K - $360K
162K $7.2M
SCHO
Schwab Short Term Us Treasury

ETFs
-12.3K
- 31.42%
$24.23 - $24.42 $298K - $300K
26.8K $654K
ALGM
Allegro Microsystems, Inc.

Technology
-7.21K
- 41.79%
$29.16 - $37.51 $210K - $270K
10K $292K
ARW
Arrow Electronics Inc

Technology
-266
- 0.65%
$114.66 - $133.24 $30.5K - $35.4K
40.5K $4.9M
IXC
Ishares Tr Global Energy ETF

ETFs
-8.72K
- 30.54%
$39.45 - $42.95 $344K - $374K
19.8K $827K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-1.42K
- 7.74%
$50.98 - $67.62 $72.6K - $96.3K
17K $956K
WY
Weyerhaeuser CO

Real Estate
-5.28K
- 3.02%
$24.1 - $26.83 $127K - $142K
170K $4.2M
MGEE
Mge Energy Inc

Utilities
-3.09K
- 48.48%
$83.0 - $90.05 $256K - $278K
3.28K $276K
ICLR
Icon PLC

Healthcare
-12.6K
- 19.39%
$139.63 - $195.01 $1.76M - $2.45M
52.3K $9.15M
VVV
Valvoline Inc

Energy
-5.05K
- 9.75%
$35.02 - $40.67 $177K - $205K
46.7K $1.68M
LII
Lennox International Inc

Industrials
-305
- 11.72%
$516.18 - $664.54 $157K - $203K
2.3K $1.22M
WOR
Worthington Industries Inc

Industrials
-3.05K
- 23.26%
$52.79 - $67.39 $161K - $205K
10.1K $557K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-16.1K
- 4.94%
$87.05 - $93.19 $1.4M - $1.5M
309K $28.8M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-8.57K
- 0.87%
N/A
974K $30.7M
SHW
Sherwin Williams CO

Basic Materials
-1.89K
- 1.43%
$330.88 - $375.23 $624K - $707K
130K $45.1M
PAYC
Paycom Software, Inc.

Technology
-713
- 13.76%
$208.14 - $238.8 $148K - $170K
4.47K $929K
IP
International Paper CO

Consumer Cyclical
-5.16K
- 7.88%
$45.32 - $55.68 $234K - $287K
60.3K $2.8M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-12K
- 8.87%
$41.5 - $43.83 $498K - $526K
123K $5.4M
AIN
Albany International Corp

Consumer Cyclical
-750
- 5.61%
$52.8 - $72.53 $39.6K - $54.4K
12.6K $672K
GTLS
Chart Industries Inc

Industrials
-5.83K
- 22.95%
$162.6 - $200.28 $949K - $1.17M
19.6K $3.92M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
-92
- 0.28%
$53.89 - $68.51 $4.96K - $6.3K
32.4K $1.77M
MMSI
Merit Medical Systems Inc

Healthcare
-2.46K
- 43.77%
$80.06 - $96.01 $197K - $237K
3.17K $263K
MHK
Mohawk Industries Inc

Consumer Cyclical
-4.19K
- 36.12%
$107.23 - $139.75 $449K - $585K
7.41K $955K
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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