Curi Wealth Management, LLC Ishares Trust Ishares Pfd And Transaction History

Curi Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 06, 2022	SELL	$34.86 - $39.14 $771,939 - $866,716	-22,144 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$38.29 - $39.43 $18,226 - $18,768	476 Added 2.2%	22,144 $873,000
Q3 2021 Oct 19, 2021	BUY	$38.55 - $39.48 $157,592 - $161,394	4,088 Added 23.25%	21,668 $840,000
Q2 2021 Jul 23, 2021	BUY	$37.96 - $39.34 $206,084 - $213,576	5,429 Added 44.68%	17,580 $691,000
Q1 2021 Apr 29, 2021	BUY	$37.15 - $38.46 $142,173 - $147,186	3,827 Added 45.98%	12,151 $466,000

Q4 2020 Mar 19, 2021	BUY	$36.13 - $38.51 $300,746 - $320,557	8,324 New	8,324 $320,000

1,104

198M

454K

746K

Get notified when there are updates to the investment portfolio of Curi Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Curi Wealth Management, LLC with notifications on news.