CWP
CBFV icon

Curated Wealth Partners’s CB Financial Services CBFV Stock Holding History

Curated Wealth Partners’s Portfolio CBFV Stock Details CBFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$58.6K Buy
+50,000
New +$1.78M 0.01% 681

Other funds holding CBFV

GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return