Number of Shares
28,739
Previous 22,569 27.34%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
N/A
6,170 Added 27.34%
28,739 $0
Q1 2024

May 09, 2024

BUY
N/A
1,170 Added 5.47%
22,569 $0
Q4 2023

Feb 09, 2024

SELL
N/A
-262 Reduced 1.21%
21,399 $0
Q3 2023

Nov 03, 2023

BUY
N/A
1,262 Added 6.19%
21,661 $0
Q2 2023

Aug 10, 2023

BUY
N/A
80 Added 0.39%
20,399 $0
Q1 2023

May 15, 2023

BUY
N/A
20,319 New
20,319 $0
Track This Portfolio

Track Ci Private Wealth, LLC Portfolio

Follow Ci Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ci Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ci Private Wealth, LLC with notifications on news.