Ci Private Wealth, LLC DIMENSIONAL ETF TRUST Transaction History

Ci Private Wealth, LLC

  • $59.6 Billion
  • Q1 2025
Number of Shares
1,290,238
Previous 1,786,962 27.8%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
N/A
-496,724 Reduced 27.8%
1,290,238 $0
Q4 2024

Feb 10, 2025
SELL
N/A
-260,787 Reduced 12.74%
1,786,962 $0
Q3 2024

Nov 12, 2024
SELL
N/A
-41,612 Reduced 1.99%
2,047,749 $0
Q2 2024

Aug 13, 2024
SELL
N/A
-115,608 Reduced 5.24%
2,089,361 $0
Q1 2024

May 09, 2024
BUY
N/A
26,214 Added 1.2%
2,204,969 $0
Q4 2023

Feb 09, 2024
BUY
N/A
417,498 Added 23.7%
2,178,755 $0
Q3 2023

Nov 03, 2023
BUY
N/A
148,967 Added 9.24%
1,761,257 $0
Q2 2023

Aug 10, 2023
BUY
N/A
409,862 Added 34.09%
1,612,290 $0
Q1 2023

May 15, 2023
BUY
N/A
638,307 Added 113.15%
1,202,428 $0
Q4 2022

Feb 15, 2023
BUY
N/A
564,121 New
564,121 $0
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