CI Private Wealth, LLC
CIK
0001948780
City
Miami
State / Country
FL
Holdings in ETX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,582,001 | 84,599 | Shares | Sole | 2026-02-19 |
| 2025-09-30 | $1,631,969 | 84,558 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $1,554,803 | 86,330 | Shares | Sole | 2025-09-26 |
| 2025-03-31 | $1,721,490 | 94,225 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $1,666,592 | 94,639 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $1,810,478 | 95,894 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $1,813,993 | 97,005 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $1,609,863 | 90,239 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $1,580,020 | 91,120 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $1,714,028 | 101,063 | Shares | Sole | 2023-11-03 |
| 2023-06-30 | $1,795,058 | 102,108 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $1,862,310 | 104,683 | Shares | Sole | 2023-05-15 |