CI Private Wealth, LLC
Holdings in PHI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $362,710 | 16,684 | Shares | Sole | 2026-02-19 |
| 2025-09-30 | $268,756 | 14,372 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $406,520 | 18,682 | Shares | Sole | 2025-09-26 |
| 2025-03-31 | $422,419 | 19,315 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $410,705 | 18,542 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $413,763 | 15,393 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $366,607 | 14,927 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $365,855 | 14,836 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $319,608 | 13,641 | Shares | Sole | 2024-02-09 |
| 2023-03-31 | $227,502 | 9,010 | Shares | Sole | 2023-05-15 |