Number of Shares
8,200.00
Current Holdings Value*
$825,490.00
% of Portfolio
0.33%
Total Estimate Gain
$902.00
% of Total Estimate Gain
0.11%

CURA WEALTH ADVISORS, LLC's iShares 0-3 Month Treasury Bond ETF Holding Summary

As of 2025-03-31, CURA WEALTH ADVISORS, LLC held 8,200.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $825,490.00. This investment constitutes 0.33% of their stock portfolio, and CURA WEALTH ADVISORS, LLC now holds 0% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.

The initial trade took place in 2025Q1. And since then CURA WEALTH ADVISORS, LLC has made 1 purchases of SGOV, at an average price of $100.51, for a total of 8,200.00 shares. Based on historical transaction data and SGOV's current price of $100.62, CURA WEALTH ADVISORS, LLC's estimated gain on his SGOV holdings is $902.00, reflecting a 0.11% gain to date.

CURA WEALTH ADVISORS, LLC SGOV ($100.62) Holding Chart

CURA WEALTH ADVISORS, LLC SGOV ($100.62) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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