Curi Wealth Management, LLC Wisdomtree Tr Us Small Cap Qua Transaction History
Curi Wealth Management, LLC
- $0
- Q1 2024
Shares
2 transactions
Others Institutions Holding DGRS
# of Institutions
107Shares Held
4.65MCall Options Held
0Put Options Held
0-
Private Wealth Strategies, L.L.C.550KShares$27.9 Million5.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC503KShares$25.5 Million0.01% of portfolio
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Hennion & Walsh Asset Management, Inc.478KShares$24.3 Million1.19% of portfolio
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Morgan Stanley New York, NY378KShares$19.2 Million0.0% of portfolio
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Ubs Group Ag317KShares$16.1 Million0.0% of portfolio