CIBC Private Wealth Group, LLC
Holdings in TRU
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $29,298,116 | 341,669 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $30,849,136 | 368,216 | Shares | Sole | 2025-11-24 |
| 2025-06-30 | $33,144,144 | 376,638 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $32,909,933 | 396,553 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $38,316,764 | 413,297 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $44,304,852 | 423,160 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $25,959,188 | 350,043 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $32,452,904 | 406,678 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $31,620,548 | 460,203 | Shares | Defined | 2024-02-13 |
| 2023-09-30 | $24,100,692 | 335,711 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $26,551,362 | 338,968 | Shares | Other | 2023-11-21 |
| 2023-03-31 | $15,919,708 | 256,191 | Shares | Other | 2023-11-21 |
| 2022-12-31 | $14,601,604 | 257,297 | Shares | Other | 2023-06-01 |
| 2022-09-30 | $17,225,209 | 289,548 | Shares | Other | 2022-11-15 |
| 2022-06-30 | $23,509,699 | 293,908 | Shares | Defined | 2022-08-03 |
| 2022-03-31 | $31,215,189 | 302,063 | Shares | Defined | 2022-05-16 |
| 2021-12-31 | $35,667,203 | 300,786 | Shares | Defined | 2022-04-04 |
| 2021-09-30 | $33,923,235 | 302,050 | Shares | Other | 2021-11-12 |
| 2021-06-30 | $33,712,767 | 307,010 | Shares | Defined | 2021-08-16 |
| 2021-03-31 | $33,383,700 | 370,930 | Shares | Defined | 2021-05-12 |
| 2020-12-31 | $38,992,567 | 392,991 | Shares | Defined | 2021-02-12 |
| 2020-06-30 | $21,738,501 | 249,753 | Shares | Other | 2020-08-13 |
| 2020-03-31 | $52,241,565 | 789,386 | Shares | Defined | 2020-05-15 |