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Curi Wealth Management, LLC
Portfolio value
Curi Wealth Management, LLC portfolio value
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$652,043,558
is the total value of the holdings Curi Wealth Management, LLC reported in Q3 2023.
Holdings
Activity
History
Value
Filings
$652,043,558
Q3 2023
$739,905,841
Q2 2023
$695,697,197
Q1 2023
$713,099,009
Q4 2022
$603,689,000
Q3 2022
$519,551,000
Q2 2022
$577,673,000
Q1 2022
$579,314,000
Q4 2021
$217,344,000
Q3 2021
$199,343,000
Q2 2021
$157,793,000
Q1 2021
$138,278,000
Q4 2020