CI Private Wealth, LLC
Holdings in UTG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,664,097 | 45,492 | Shares | Sole | 2026-02-19 |
| 2025-09-30 | $463,474 | 11,698 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $464,587 | 12,841 | Shares | Sole | 2025-09-26 |
| 2024-12-31 | $210,009 | 6,627 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $239,808 | 7,309 | Shares | Sole | 2024-11-12 |