CI Private Wealth, LLC
Holdings in SAM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,264,217 | 26,978 | Shares | Sole | 2026-02-19 |
| 2025-09-30 | $441,655 | 2,089 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $408,715 | 2,142 | Shares | Sole | 2025-09-26 |
| 2025-03-31 | $311,925 | 1,306 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $245,683 | 819 | Shares | Sole | 2025-02-10 |