CI Private Wealth, LLC
Holdings in TM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,983,403 | 27,952 | Shares | Sole | 2026-02-19 |
| 2025-09-30 | $5,474,345 | 28,648 | Shares | Other | 2025-11-14 |
| 2025-06-30 | $4,143,369 | 24,053 | Shares | Other | 2025-09-26 |
| 2025-03-31 | $4,195,057 | 23,764 | Shares | Defined | 2025-05-14 |
| 2024-12-31 | $5,573,045 | 28,637 | Shares | Other | 2025-02-10 |
| 2024-09-30 | $5,290,671 | 29,628 | Shares | Other | 2024-11-12 |
| 2024-06-30 | $4,778,875 | 23,315 | Shares | Other | 2024-08-13 |
| 2024-03-31 | $5,789,142 | 23,002 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $4,640,247 | 25,304 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $4,109,983 | 22,865 | Shares | Other | 2023-11-03 |
| 2023-06-30 | $3,373,338 | 20,985 | Shares | Other | 2023-08-10 |
| 2023-03-31 | $2,822,038 | 19,917 | Shares | Other | 2023-05-15 |
| 2022-12-31 | $1,443,513 | 10,569 | Shares | Other | 2023-02-15 |