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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE DIV GRWTH | 201 | $244,881 | 4,550 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GENERAL DYNAMICS CORP | COM | 202 | $243,993 | 940 | 0.00 | 0.00 | 2 | 0.21 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 203 | $241,014 | 3,438 | 0.00 | 3,438 | +Inf | 12-31-2023 | |
| RENASANT CORP | COM | 204 | $239,619 | 7,115 | 0.00 | 7,115 | +Inf | 12-31-2023 |
