Advertisement
Screener

CURA WEALTH ADVISORS, LLC Last Quarter Change: Foreign Preferred Shares, Reduced

CURA WEALTH ADVISORS, LLC quarter change: Foreign Preferred Shares, Reduced

In preferred shares (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, CURA WEALTH ADVISORS, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 2056729): 2026-03-31 (filed 2026-05-08) and 2026-06-30 (filed 2026-08-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
Catherine Avery Investment Management LLCUnited States$0.223B110
Regency Capital Management Inc.\DEUnited States$0.224B60
Aspect Management, LLCUnited States$0.224B1
Family CFO IncUnited States$0.223B41
IRONWOOD WEALTH MANAGEMENT, INC.United States$0.223B31
Azarias Capital Management, L.P.United States$0.223B24
Advantage Trust CoUnited States$0.223B123
ENTREWEALTH, LLCUnited States$0.223B104
LIFE LINE WEALTH MANAGEMENT LLCUnited States$0.224B35
Tull Financial Group, Inc.United States$0.224B31