Instuitional Investor - Curated Wealth Partners Llc

Fund Profile
Filing Period:
Fund Name: Curated Wealth Partners Llc
Portfolio Value $773,637,941
Filing Period:
No. Security Ticker Shares Value % Port
1. PFE 1,407,435 $152,489,790 19.71%
2. TPL 255,012 $18,412,687 2.38%
3.
Touchstone Etf Trust - LARG CO GROW ETF
5,049,583 $15,077,916 1.95%
4.
Doubleline Etf Trust - SECUR CR ETF
9,874,958 $13,578,274 1.76%
5.
Vanguard Index Fds - S&P 500 ETF SHS
3,541,503 $11,406,322 1.47%