CI Private Wealth, LLC
Holdings in PCTY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $18,301,982 | 120,013 | Shares | Sole | 2026-02-19 |
| 2025-09-30 | $355,011 | 2,229 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $375,244 | 2,071 | Shares | Sole | 2025-09-26 |
| 2025-03-31 | $230,989 | 1,233 | Shares | Defined | 2025-05-14 |