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Phoenix Ed Partners shares owned by Curated Wealth Partners

Quarter-by-quarter ownership of Phoenix Ed Partners shares owned by Curated Wealth Partners from 13F filings

Historical chart of Curated Wealth Partners investment in Phoenix Ed Partners

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All positions including Phoenix Ed Partners held by Curated Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phoenix Ed Partners by Curated Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.0M 65k 30.30

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Top funds holding Phoenix Ed Partners

Massachusetts Financial Services
Vanguard Group
UBS Group
Curated Wealth Partners
Harbor Advisors
CWM

View all funds holding Phoenix Ed Partners