Curated Wealth Partners LLC

Q3 2024 13F Holdings Report, Options Holdings

Signature - Title
Richard A. Ward - Chief Investment Officer, Partner
Location
El Segundo, CA
Options holdings as of
September 30, 2024
Notional value $
$0
Number of holdings
0
Date filed
10/4/2024, 04:28 PM
Description
All US holdings of this investor are reported in this report.
Previous filing
Q2 2024 - Jul 12, 2024
Stock holdings
Showing options holdings, see here for stock holdings

Curated Wealth Partners LLC didn't report any options holdings as of Q3 2024. Check stock holdings.

Filing 2024 Q3 compared to 2024 Q2 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Richard A. Ward Chief Investment Officer, Partner El Segundo, California 10/3/2024

Other Included Managers (8):

Num Name Location File Number
1 BRECKINRIDGE CAPITAL ADVISORS
2 COLUMBIA MANAGEMENT INVESTMENT
3 CULLEN CAPITAL MANAGEMENT LLC
4 DIAMOND HILL CAPITAL MANAGEMENT
5 DSM CAPITAL PARTNERS LLC
6 KAYNE ANDERSON RUDNICK INVESTMENT
7 PARAMETRIC PORTFOLIO ASSOCIATE
8 ZACKS INVESTMENT MANAGEMENT