Curi Wealth Management, LLC Ishares Trust Ishares Msci Glo Transaction History
Curi Wealth Management, LLC
- $0
- Q1 2024
Shares
2 transactions
Others Institutions Holding SDG
# of Institutions
122Shares Held
1.3MCall Options Held
0Put Options Held
0-
Cwm, LLC234KShares$17.9 Million0.07% of portfolio
-
Mission Wealth Management, LP108KShares$8.23 Million0.18% of portfolio
-
Wealth Enhancement Advisory Services, LLC107KShares$8.17 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC60.3KShares$4.6 Million0.0% of portfolio
-
Dynamic Advisor Solutions LLC51.7KShares$3.94 Million0.16% of portfolio