Curi Wealth Management, LLC Wisdomtree Tr Transaction History
Curi Wealth Management, LLC
- $0
- Q1 2024
Shares
3 transactions
Others Institutions Holding DTH
# of Institutions
83Shares Held
5.83MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.42MShares$55.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC597KShares$23.5 Million0.01% of portfolio
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Morgan Stanley New York, NY568KShares$22.4 Million0.0% of portfolio
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Vertex Planning Partners, LLC Downers Grove, IL345KShares$13.6 Million3.79% of portfolio
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Beacon Pointe Advisors, LLC Newport Beach, CA204KShares$8.05 Million0.09% of portfolio