Curi Wealth Management, LLC Spdr Doubleline Emerging Marke Transaction History

Curi Wealth Management, LLC

$0
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 06, 2022	SELL	$44.63 - $48.71 $6,337 - $6,916	-142 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$48.82 - $50.4 $6,932 - $7,156	142 New	142 $6,000

Others Institutions Holding EMTL

# of Institutions

40

Shares Held

1.34M

Call Options Held

0

Put Options Held

0

Pinnacle Wealth Planning Services, Inc.

185K
Shares

$7.79 Million
1.1% of portfolio
Journey Strategic Wealth LLC Summit, NJ

144K
Shares

$6.06 Million
0.23% of portfolio
Royal Bank Of Canada Toronto, A6

135K
Shares

$5.7 Million
0.0% of portfolio
Treasure Coast Financial Planning

133K
Shares

$5.61 Million
3.58% of portfolio
Destiny Wealth Partners, LLC

109K
Shares

$4.59 Million
0.9% of portfolio

About SPDR DOUBLELINE EMERGING MARKE

Ticker EMTL
Sector ETFs
Industry ETFs

More about EMTL

Track This Portfolio

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.