Curated Wealth Partners LLC Invesco S&P 500 Equal Weight E Transaction History

Curated Wealth Partners LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 08, 2024	SELL	$133.66 - $158.41 $3.93 Million - $4.66 Million	-29,402 Reduced 46.29%	34,115 $5.38 Million
Q3 2023 Oct 23, 2023	SELL	$141.04 - $155.0 $855,830 - $940,540	-6,068 Reduced 8.72%	63,517 $9 Million
Q2 2023 Jul 10, 2023	BUY	$139.61 - $149.64 $192,522 - $206,353	1,379 Added 2.02%	69,585 $10.4 Million
Q1 2023 Apr 27, 2023	BUY	$137.35 - $154.96 $6.61 Million - $7.46 Million	48,143 Added 239.96%	68,206 $9.86 Million
Q4 2022 Jan 30, 2023	BUY	$128.02 - $149.03 $2.57 Million - $2.99 Million	20,063 New	20,063 $2.83 Million

1,833

233M

2.45M

9.88M

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

Stay updated on Curated Wealth Partners LLC with notifications on news.