Curi Wealth Management, LLC Wisdomtree Tr Transaction History
Curi Wealth Management, LLC
- $0
- Q1 2024
Shares
3 transactions
Others Institutions Holding DTH
# of Institutions
86Shares Held
5.55MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.39MShares$57.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC646KShares$26.6 Million0.01% of portfolio
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Morgan Stanley New York, NY618KShares$25.4 Million0.0% of portfolio
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Mariner, LLC Overland Park, KS285KShares$11.7 Million0.02% of portfolio
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Ken Griffin Citadel Advisors LLC | Chicago, Il220KShares$9.06 Million0.0% of portfolio