Curi Wealth Management, LLC

Q4 2023 13F Holdings

Location
Raleigh, NC
Holdings as of
12/31/2023
Value ($000)
$723,871
Num holdings
160
Date filed
2/8/2024
Form type
13F-HR
Prev filing
11/6/2023
Next filing
5/14/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type