Curi Wealth Management, LLC
Investment Portfolio & 13F Holdings Analysis
About
Curi Wealth Management, LLC is an institutional investment manager that filed its latest Form 13F for 2024Q1, reporting 1 holdings worth $0.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
Filing Details
13F-HR • 2024-03-31
Filing Details
13F-HR • 2024-03-31- Report Date
- 2024-03-31
- Filing Date
- 2024-05-15
- Total Holdings
- 1
- Total Value
- 0
- Accession Number
- 0001172661-24-002318
- Form Type
- 13F-HR
- CIK
- 0001851184
- Manager Name
- Curi Wealth Management, LLC
Data Enrichment
0% identified0 identified1 unidentified
Holdings
1 positions
Manager:
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