CI Private Wealth, LLC
CIK
0001948780
City
Miami
State / Country
FL
Holdings in REFI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,486,352 | 202,802 | Shares | Sole | 2026-02-19 |
| 2025-09-30 | $2,841,081 | 222,133 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $3,286,225 | 235,403 | Shares | Sole | 2025-09-26 |
| 2025-03-31 | $3,528,749 | 240,051 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $3,699,458 | 239,913 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $4,453,944 | 287,166 | Shares | Sole | 2024-11-12 |
| 2023-03-31 | $410,109 | 30,356 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $457,464 | 30,356 | Shares | Sole | 2023-02-15 |