Curi Wealth Management, LLC Ishares Trust Ishares Msci Glo Call Options Transaction History
Curi Wealth Management, LLC
- $0
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SDG
# of Institutions
128Shares Held
1.35MCall Options Held
0Put Options Held
0-
Cwm, LLC290KShares$22.2 Million0.11% of portfolio
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Mission Wealth Management, LP118KShares$9.03 Million0.24% of portfolio
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Wealth Enhancement Advisory Services, LLC102KShares$7.79 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC66.2KShares$5.06 Million0.0% of portfolio
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Dynamic Advisor Solutions LLC49.5KShares$3.79 Million0.13% of portfolio