Curi Wealth Management, LLC Invesco Exchange Traded Fd Tr 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	N/A	-101 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	N/A	101 New	101 $9,000

Others Institutions Holding PDP

# of Institutions

196

Shares Held

7.69M

Call Options Held

3.7K

Put Options Held

0

Morgan Stanley New York, NY

785K
Shares

$77.5 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

590K
Shares

$58.2 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

575K
Shares

$56.8 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

482K
Shares

$47.5 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

434K
Shares

$42.8 Million
0.07% of portfolio

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