Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CURI WEALTH MANAGEMENT LLC | 02-08-2024 | 12-31-2023 | 160 | 723,871,300 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 101 | $772,576 | 1,560 | 0.00 | 0.00 | 120 | 8.33 | 12-31-2023 |
| CVS HEALTH CORP | COM | 102 | $630,935 | 7,991 | 0.00 | 0.00 | -139 | -1.71 | 12-31-2023 |
| BANK AMERICA CORP | COM | 103 | $621,986 | 18,473 | 0.00 | 0.00 | -1,066 | -5.46 | 12-31-2023 |
| QUALCOMM INC | COM | 104 | $602,807 | 4,168 | 0.00 | 0.00 | -798 | -16.07 | 12-31-2023 |
