Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 08, 2024

BUY
$23.83 - $27.04 $3,479 - $3,947
146 Added 1.31%
11,321 $306,000
Q2 2023

Jul 31, 2023

BUY
$25.26 - $26.55 $4,445 - $4,672
176 Added 1.6%
11,175 $292,000
Q4 2022

Feb 03, 2023

BUY
$21.09 - $25.07 $3,311 - $3,935
157 Added 1.45%
10,999 $264,000
Q3 2022

Nov 08, 2022

BUY
$21.19 - $25.02 $229,741 - $271,266
10,842 New
10,842 $230,000

Others Institutions Holding CWI

About SPDR SER TR SPDR MSCI ACWI EX


  • Ticker CWI
  • Sector ETFs
  • Industry ETFs
More about CWI
Track This Portfolio

Track Curi Wealth Management, LLC Portfolio

Follow Curi Wealth Management, 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 Curi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Curi Wealth Management, LLC with notifications on news.