Curio Wealth, LLC SCHWAB US LG-CAP VALUE INDEX Transaction History

Curio Wealth, LLC

  • $228 Billion
  • Q2 2025
Number of Shares
16
Previous 1 1500.0%
Holding current value
$975,000
Previous $920,000 5.98%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
BUY
N/A
15 Added 1500.0%
16 $975,000
Q1 2025

May 09, 2025
BUY
N/A
1 New
1 $920,000
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