CWM
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Curi Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History

Curi Wealth Management’s Portfolio BUFR Stock Details BUFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12,149
Closed -$323K – 19
2023
Q4 		$323K Buy
+12,149
New +$323K 0.04% 118