Curio Wealth, LLC DIMENSIONAL US LRGE CP VCTR ETF Transaction History

Curio Wealth, LLC

  • $192 Billion
  • Q1 2025
Number of Shares
150
Previous 39,182 99.62%
Holding current value
$2.61 Billion
Previous $2.56 Billion 2.05%
% of portfolio
1.36%
Previous 1.38%

Shares

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

May 09, 2025
SELL
N/A
-39,032 Reduced 99.62%
150 $2.61 Billion
Q4 2024

Feb 10, 2025
BUY
N/A
39,182 New
39,182 $2.56 Billion
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