CI Private Wealth, LLC

CIK
0001948780
City
Miami
State / Country
FL

Holdings in PHM

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $34,337,714 292,834
2025-09-30 $16,484,933 124,763
2025-06-30 $11,619,475 110,179
2025-03-31 $11,408,640 110,979
2024-12-31 $12,428,102 114,124
2024-09-30 $20,319,110 141,567
2024-06-30 $13,852,451 125,817
2024-03-31 $15,058,079 124,839
2023-12-31 $12,922,730 125,196
2023-09-30 $9,454,110 127,672
2023-06-30 $9,888,275 127,295
2023-03-31 $7,824,497 134,257
2022-12-31 $6,221,993 136,657