CI Private Wealth, LLC

CIK
0001948780
City
Miami
State / Country
FL

Holdings in LAD

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $35,788,617 107,690
2025-09-30 $396,896 1,256
2025-06-30 $379,709 1,124
2025-03-31 $344,908 1,175
2024-12-31 $401,751 1,124
2024-09-30 $373,227 1,175
2024-06-30 $247,653 981
2024-03-31 $262,349 872
2023-12-31 $257,167 781
2023-09-30 $227,699 771
2023-06-30 $228,994 753