Curated Wealth Partners LLC New Holdings in Q3 2024

Curated Wealth Partners LLC

  • $769 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HDV
Ishares Core High Dividend ETF

ETFs
5.84K
New
$107.62 - $118.76 $629K - $694K
5.84K $687K
NFLX
Netflix Inc

Communication Services
382
New
$598.55 - $722.26 $229K - $276K
382 $270K
DT
Dynatrace, Inc.

Technology
4.81K
New
$40.49 - $53.47 $195K - $257K
4.81K $257K
TSLA
Tesla, Inc.

Consumer Cyclical
976
New
$191.76 - $263.26 $187K - $257K
976 $255K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
28.6K
New
$8.08 - $11.02 $231K - $315K
28.6K $236K
LMT
Lockheed Martin Corp

Industrials
377
New
$460.3 - $584.56 $174K - $220K
377 $220K
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.01K
New
$95.81 - $109.03 $192K - $219K
2.01K $216K
ZTS
Zoetis Inc.

Healthcare
1.06K
New
$172.58 - $196.48 $182K - $207K
1.06K $206K
Activity Summary
Buys All Purchases 50 New Holdings 8 Increased Positions 42 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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