Curi Wealth Management, LLC Closed Holding Positions

Curi Wealth Management, LLC

  • $0
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q1 2022 Filed on May 06, 2022
14,918
$61.01 - $73.65 $910K - $1.1M
FDN
First Tr Fd Dow Jones

ETFs
Q1 2022 Filed on May 06, 2022
30
$162.73 - $226.47 $4.88K - $6.79K
Cerner Corp.
Q1 2022 Filed on May 06, 2022
683
N/A
XLV
Select Sector Spdr Fund Health

ETFs
Q1 2022 Filed on May 06, 2022
40
$126.55 - $139.44 $5.06K - $5.58K
WU
Western Union CO

Financial Services
Q1 2022 Filed on May 06, 2022
5
$17.21 - $20.09 $86.1 - $100
Holly Frontier Corp
Q1 2022 Filed on May 06, 2022
346
N/A
EMB
Ishares Tr

ETFs
Q1 2022 Filed on May 06, 2022
3,572
$93.87 - $107.98 $335K - $386K
Apollo Global Management
Q1 2022 Filed on May 06, 2022
147
N/A
PBP
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 06, 2022
189,278
$21.72 - $23.32 $4.11M - $4.41M
PFF
Ishares Trust Ishares Pfd And

ETFs
Q1 2022 Filed on May 06, 2022
22,144
$34.86 - $39.14 $772K - $867K
FFWM
First Foundation Inc.

Financial Services
Q1 2021 Filed on Apr 29, 2021
46,334
$19.8 - $24.9 $917K - $1.15M
SKYY
First Trust Cloud Computing Et

ETFs
Q1 2021 Filed on Apr 29, 2021
379
$92.51 - $111.7 $35.1K - $42.3K
FLS
Flowserve Corp

Industrials
Q1 2021 Filed on Apr 29, 2021
3
$34.77 - $41.4 $104 - $124
General Electric Company
Q1 2021 Filed on Apr 29, 2021
6,131
N/A
ENS
Ener Sys

Industrials
Q1 2021 Filed on Apr 29, 2021
0
$81.12 - $102.55 $0 - $0
AEP
American Electric Power CO Inc

Utilities
Q1 2021 Filed on Apr 29, 2021
88
$74.85 - $85.84 $6.59K - $7.55K
BCO
Brinks CO

Industrials
Q1 2021 Filed on Apr 29, 2021
156
$68.13 - $83.2 $10.6K - $13K
CVBF
Cvb Financial Corp

Financial Services
Q1 2021 Filed on Apr 29, 2021
291
$19.43 - $24.89 $5.65K - $7.24K
CTRA
Coterra Energy Inc.

Energy
Q1 2021 Filed on Apr 29, 2021
5
$16.6 - $19.3 $83 - $96.5
CTR
Clear Bridge Mlp & Midstream Total Return Fund Inc.

Financial Services
Q1 2021 Filed on Apr 29, 2021
220
$14.51 - $20.84 $3.19K - $4.58K
Colony Credit Re Inc A
Q1 2021 Filed on Apr 29, 2021
647
N/A
Concho Resources
Q1 2021 Filed on Apr 29, 2021
3
N/A
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
3
$48.09 - $66.2 $144 - $199
IBB
Ishares Biotechnology ETF

ETFs
Q1 2021 Filed on Apr 29, 2021
70
$146.68 - $172.6 $10.3K - $12.1K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
119
$55.98 - $64.35 $6.66K - $7.66K
WES
Western Midstream Partners, LP

Energy
Q1 2021 Filed on Apr 29, 2021
330
$14.13 - $20.1 $4.66K - $6.63K
LBTYK
Liberty Global PLC

Communication Services
Q1 2021 Filed on Apr 29, 2021
1,000
$23.53 - $26.56 $23.5K - $26.6K
RNR
Renaissancere Holdings LTD

Financial Services
Q1 2021 Filed on Apr 29, 2021
0
$147.93 - $171.0 $0 - $0
PRGO
Perrigo CO PLC

Healthcare
Q1 2021 Filed on Apr 29, 2021
2
$40.36 - $46.12 $80.7 - $92.2
VNT
Vontier Corp

Technology
Q1 2021 Filed on Apr 29, 2021
1
$30.27 - $35.9 $30.3 - $35.9
VAW
Vanguard Materials ETF

ETFs
Q1 2021 Filed on Apr 29, 2021
27
$153.25 - $174.4 $4.14K - $4.71K
VDC
Vanguard Consumer Staples ETF

ETFs
Q1 2021 Filed on Apr 29, 2021
73
$165.49 - $180.21 $12.1K - $13.2K
Wpx Energy Inc
Q1 2021 Filed on Apr 29, 2021
1,233
N/A
UNM
Unum Group

Financial Services
Q1 2021 Filed on Apr 29, 2021
9
$22.09 - $29.44 $199 - $265
Tiffany & Co.
Q1 2021 Filed on Apr 29, 2021
3
N/A
Pro Shares Ultra Vix
Q1 2021 Filed on Apr 29, 2021
257
N/A
Proofpoint Inc
Q1 2021 Filed on Apr 29, 2021
80
N/A
DOC
Physicians Realty Trust

Real Estate
Q1 2021 Filed on Apr 29, 2021
333
$16.73 - $18.6 $5.57K - $6.19K
NTR
Nutrien Ltd.

Basic Materials
Q1 2021 Filed on Apr 29, 2021
1,913
$49.17 - $58.81 $94.1K - $113K
Marvell Tech Group
Q1 2021 Filed on Apr 29, 2021
2,091
N/A
Alexion Pharmaceuticals Inc
Q1 2021 Filed on Apr 29, 2021
3
N/A
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
Q1 2021 Filed on Apr 29, 2021
2,972
$28.39 - $30.2 $84.4K - $89.8K
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.

Choose your preferred platform and Sign Up 👇 Telegram Email