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 |
