Curi Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History

Curi Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	BUY	$31.85 - $37.39 $1,879 - $2,206	59 Added 0.39%	15,301 $569,000
Q3 2023 Nov 06, 2023	SELL	$33.83 - $36.19 $379,132 - $405,581	-11,207 Reduced 42.37%	15,242 $518,000
Q2 2023 Jul 31, 2023	BUY	$32.32 - $34.5 $2,197 - $2,346	68 Added 0.26%	26,449 $912,000
Q1 2023 May 03, 2023	BUY	$31.9 - $35.83 $1,945 - $2,185	61 Added 0.23%	26,381 $883,000
Q4 2022 Feb 03, 2023	BUY	$30.23 - $35.36 $1,602 - $1,874	53 Added 0.2%	26,320 $881,000
Q3 2022 Nov 08, 2022	BUY	$29.6 - $34.78 $2,101 - $2,469	71 Added 0.27%	26,267 $778,000
Q2 2022 Aug 08, 2022	BUY	$30.92 - $35.31 $809,980 - $924,980	26,196 New	26,196 $828,000

640

267M

300

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

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