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
CHARGE ENTERPRISES INC COM 601 $1,484 13,000 0.00 0.00 0 0.00 12-31-2023
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