CI Private Wealth, LLC

CIK
0001948780
City
Miami
State / Country
FL

Holdings in WDFC

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $2,070,994 10,518
2025-09-30 $1,237,173 6,261
2025-06-30 $2,180,312 9,559
2025-03-31 $2,400,472 9,838
2024-12-31 $2,614,391 10,773
2024-09-30 $2,781,751 10,787
2024-06-30 $2,382,435 10,847
2024-03-31 $2,758,545 10,890
2023-12-31 $2,611,361 10,923
2023-09-30 $2,737,033 13,467
2023-06-30 $2,449,242 12,983
2023-03-31 $1,013,282 5,691
2022-12-31 $829,909 5,148