CI Private Wealth, LLC
Holdings in UGP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $234,183 | 62,118 | Shares | Sole | 2026-02-19 |
| 2025-09-30 | $252,334 | 61,545 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $201,834 | 61,535 | Shares | Other | 2025-09-26 |
| 2025-03-31 | $188,945 | 61,346 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $103,855 | 39,489 | Shares | Other | 2025-02-10 |
| 2024-09-30 | $85,196 | 21,958 | Shares | Other | 2024-11-12 |