Curi Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Tip Transaction History
Curi Wealth Management, LLC
- $0
- Q1 2024
Shares
3 transactions
Others Institutions Holding SPIP
# of Institutions
247Shares Held
24.4MCall Options Held
11.8KPut Options Held
8K-
Charles Schwab Investment Management Inc San Francisco, CA3.49MShares$90 Million0.02% of portfolio
-
State Street Corp Boston, MA1.85MShares$47.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.55MShares$40 Million0.02% of portfolio
-
Silver Oak Securities, Inc Jackson, TN1.27MShares$32.8 Million3.1% of portfolio
-
Bank Of America Corp Charlotte, NC1.18MShares$30.5 Million0.0% of portfolio