CI Private Wealth, LLC
CIK
0001948780
City
Miami
State / Country
FL
Holdings in ZION
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $14,823,320 | 253,217 | Shares | Sole | 2026-02-19 |
| 2025-09-30 | $7,594,053 | 134,218 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $6,741,811 | 129,800 | Shares | Other | 2025-09-26 |
| 2025-03-31 | $6,792,527 | 136,232 | Shares | Other | 2025-05-14 |
| 2024-12-31 | $7,461,924 | 137,547 | Shares | Other | 2025-02-10 |
| 2024-09-30 | $7,501,415 | 158,861 | Shares | Other | 2024-11-12 |
| 2024-06-30 | $6,372,874 | 146,942 | Shares | Other | 2024-08-13 |
| 2024-03-31 | $6,502,622 | 149,830 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $4,994,423 | 113,846 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $3,249,130 | 93,125 | Shares | Other | 2023-11-03 |
| 2023-06-30 | $2,092,071 | 77,888 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $2,145,023 | 71,668 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $2,988,387 | 60,789 | Shares | Sole | 2023-02-15 |