CI Private Wealth, LLC
CIK
0001948780
City
Miami
State / Country
FL
Holdings in DIA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $57,577,091 | 119,810 | Shares | Sole | 2026-02-19 |
| 2025-09-30 | $14,467,296 | 31,197 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $28,601,269 | 64,907 | Shares | Sole | 2025-09-26 |
| 2025-03-31 | $26,771,968 | 63,761 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $25,966,988 | 61,027 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $27,379,248 | 64,708 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $24,977,170 | 63,859 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $25,953,840 | 65,250 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $24,218,796 | 64,263 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $20,471,809 | 61,119 | Shares | Sole | 2023-11-03 |
| 2023-06-30 | $7,963,222 | 23,159 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $8,256,958 | 24,824 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $6,233,973 | 18,815 | Shares | Sole | 2023-02-15 |