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Curated Wealth Partners’s Donaldson DCI Stock Holding History

Curated Wealth Partners’s Portfolio DCI Stock Details DCI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$267K Hold
3,850
– – 0.03% 137
2025
Q1 		$258K Buy
+3,850
New +$258K 0.03% 132