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Curated Wealth Partners’s W.R. Berkley WRB Stock Holding History

Curated Wealth Partners’s Portfolio WRB Stock Details WRB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,815
Closed -$200K – 168
2025
Q1 		$200K Buy
+2,815
New +$200K 0.03% 145