CI Private Wealth, LLC

CIK
0001948780
City
Miami
State / Country
FL

Holdings in SERA

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $295,000 100,000
2025-09-30 $306,000 100,000
2025-06-30 $277,000 100,000
2025-03-31 $211,600 57,500
2024-12-31 $386,650 47,500
2024-09-30 $370,500 47,500
2024-06-30 $281,200 47,500
2024-03-31 $273,000 30,000
2023-12-31 $179,400 30,000