Curi Wealth Management, LLC Portfolio Holdings

Curi Wealth Management, LLC

  • $0
  • Q1 2024

Curi Wealth Management, LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $0 distributed in 1 stocks.

Among their holdings, we can observe that their the top five positions include companies like: N/A with a value of $0.

Examining the 13F form we can see an decrease of $718M in the current position value, from $718M to 0.

Below you can find more details about Curi Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
N/A
-
$0 100.0% of portfolio
-
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 1
  • Current Value $0
  • Prior Value $718 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 14, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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