Number of Shares
8,483
Previous 9,261 8.4%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026

SELL
N/A
-778 Reduced 8.4%
8,483 $0
Q3 2025

Oct 09, 2025

SELL
N/A
-6,481 Reduced 41.17%
9,261 $0
Q2 2025

Jul 28, 2025

SELL
N/A
-1,247 Reduced 7.34%
15,742 $0
Q1 2025

Apr 15, 2025

BUY
N/A
2,277 Added 15.48%
16,989 $0
Q4 2024

Jan 21, 2025

BUY
N/A
14,712 New
14,712 $0
Track This Portfolio

Track Curated Wealth Partners LLC Portfolio

Follow Curated Wealth Partners 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 Curated Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Curated Wealth Partners LLC with notifications on news.