Curio Wealth, LLC DFA GLOBAL CORE FIXED INCOME ETF Transaction History

Curio Wealth, LLC

  • $192 Billion
  • Q1 2025
Number of Shares
380
Previous 387,918 99.9%
Holding current value
$20.8 Billion
Previous $20.5 Billion 1.66%
% of portfolio
10.85%
Previous 11.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
N/A
-387,538 Reduced 99.9%
380 $20.8 Billion
Q4 2024

Feb 10, 2025
BUY
N/A
387,918 New
387,918 $20.5 Billion
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