Ci Private Wealth, LLC DIMENSIONAL ETF TRUST Transaction History

Ci Private Wealth, LLC

  • $65.6 Billion
  • Q4 2024
Number of Shares
1,786,962
Previous 2,047,749 12.74%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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.

Choose your preferred platform and Sign Up 👇 Telegram Email