Curi Wealth Management, LLC Wisdomtree Tr Transaction History
Curi Wealth Management, LLC
- $0
- Q1 2024
Shares
3 transactions
Others Institutions Holding DTH
# of Institutions
81Shares Held
5.47MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.38MShares$52.2 Million0.0% of portfolio
-
Morgan Stanley New York, NY649KShares$24.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC585KShares$22.2 Million0.01% of portfolio
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Vertex Planning Partners, LLC Downers Grove, IL330KShares$12.5 Million3.27% of portfolio
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Mariner, LLC Overland Park, KS192KShares$7.27 Million0.01% of portfolio