Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CURI RMB CAPITAL LLC | 08-13-2024 | 06-30-2024 | 526 | 4,170,659,603 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | S&P DIVID ETF | 601 | $394,602 | 3,103 | 0.00 | 3,103 | +Inf | 06-30-2024 | |
| AUTODESK INC | COM | 602 | $387,507 | 1,566 | 0.00 | 0.00 | -437 | -21.82 | 06-30-2024 |
| ARISTA NETWORKS INC | COM | 603 | $383,426 | 1,094 | 0.00 | 1,094 | +Inf | 06-30-2024 | |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 604 | $380,023 | 7,469 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
