Curi Wealth Management, LLC ETF Ser Solutions Net Lease CO Transaction History
Curi Wealth Management, LLC
- $0
- Q1 2024
Shares
10 transactions
Others Institutions Holding NETL
# of Institutions
30Shares Held
1.01MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY226KShares$5.55 Million0.0% of portfolio
-
Dynamic Advisor Solutions LLC202KShares$4.96 Million0.21% of portfolio
-
Mai Capital Management166KShares$4.08 Million0.03% of portfolio
-
Juncture Wealth Strategies, LLC89.4KShares$2.19 Million0.79% of portfolio
-
Lpl Financial LLC Fort Mill, SC47.2KShares$1.16 Million0.0% of portfolio