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 |
|---|---|---|---|---|---|---|---|---|---|
| FORD MTR CO DEL | COM | 251 | $152,125 | 12,479 | 0.00 | 0.00 | 158 | 1.28 | 12-31-2023 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 252 | $138,000 | 10,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PRECISION BIOSCIENCES INC | COM | 253 | $124,108 | 340,021 | 0.00 | 0.00 | 220 | 0.06 | 12-31-2023 |
