CI Private Wealth, LLC
CIK
0001948780
City
Miami
State / Country
FL
Holdings in PTA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,141,587 | 59,119 | Shares | Sole | 2026-02-19 |
| 2025-09-30 | $1,304,545 | 63,917 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $1,280,565 | 64,675 | Shares | Sole | 2025-09-26 |
| 2025-03-31 | $1,035,491 | 53,266 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $1,096,635 | 57,057 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $1,290,130 | 61,318 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $1,115,212 | 56,182 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $1,027,426 | 52,393 | Shares | Sole | 2024-05-09 |