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Ssga Active Etf Tr mult ass rlrtn shares owned by Curi Wealth Management

Quarter-by-quarter ownership of Ssga Active Etf Tr mult ass rlrtn (RLY) shares owned by Curi Wealth Management from 13F filings

Historical chart of Curi Wealth Management investment in Ssga Active Etf Tr mult ass rlrtn

Tip: Access up to 7 years of quarterly data

All positions including Ssga Active Etf Tr mult ass rlrtn held by Curi Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ssga Active Etf Tr mult ass rlrtn by Curi Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.1M 260k 27.22
2023-09-30 $6.4M 238k 26.96
2023-06-30 $6.7M 253k 26.63

More positions owned by Curi Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Microsoft Corporation (MSFT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
JPMorgan Chase & Co. (JPM)
Applied Materials (AMAT)
Ishares Tr Core Msci Eafe (IEFA)
Mastercard Incorporated Cl A (MA)
Visa Com Cl A (V)

View all positions for Curi Wealth Management

Top funds holding Ssga Active Etf Tr mult ass rlrtn

Colony
Miracle Mile Advisors
D.A. Davidson & Co.
Bank of America Corporation
Corrigan Financial
First International Bank & Trust
Apollon Wealth Management
HighTower Advisors
Wells Fargo & Company
Capital Planning Advisors
Trilogy Capital
Harbor Group
Visionary Wealth Advisors
Eldridge Investment Advisors
Curi Wealth Management

View all funds holding Ssga Active Etf Tr mult ass rlrtn