Ci Private Wealth, LLC MANAGER DIRECTED PORTFOLIOS Transaction History

Ci Private Wealth, LLC

  • $69.4 Billion
  • Q3 2024
Number of Shares
40,961
Previous 40,735 0.55%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024
BUY
N/A
226 Added 0.55%
40,961 $0
Q2 2024

Aug 13, 2024
SELL
N/A
-22,641 Reduced 35.72%
40,735 $0
Q1 2024

May 09, 2024
SELL
N/A
-70,654 Reduced 52.72%
63,376 $0
Q4 2023

Feb 09, 2024
BUY
N/A
134,030 New
134,030 $0
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