Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 06, 2022

SELL
N/A
-4,301 Closed
0 $0
Q3 2021

Oct 19, 2021

SELL
N/A
-384 Reduced 8.2%
4,301 $501,000
Q4 2020

Mar 19, 2021

BUY
N/A
4,685 New
4,685 $420,000
Track This Portfolio

Track Curi Wealth Management, LLC Portfolio

Follow Curi Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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