CI Private Wealth, LLC
Holdings in CGBD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,181,378 | 174,650 | Shares | Sole | 2026-02-19 |
| 2025-09-30 | $3,660,562 | 292,845 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $2,288,664 | 167,300 | Shares | Sole | 2025-09-26 |
| 2023-09-30 | $148,828 | 10,264 | Shares | Sole | 2023-11-03 |
| 2023-06-30 | $155,398 | 10,673 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $161,574 | 11,863 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $177,100 | 12,376 | Shares | Sole | 2023-02-15 |