Number of Shares
268,700.00
Current Holdings Value*
$4.07 Mil
% of Portfolio
1.65%
Total Estimate Gain
$54,211.00
% of Total Estimate Gain
1.32%

CURA WEALTH ADVISORS, LLC's Golub Capital BDC Inc Holding Summary

As of 2025-03-31, CURA WEALTH ADVISORS, LLC held 268,700.00 shares of Golub Capital BDC Inc(GBDC), totaling $4.07 Mil. This investment constitutes 1.65% of their stock portfolio, and CURA WEALTH ADVISORS, LLC now holds 0.1% of the outstanding Golub Capital BDC Inc(GBDC) stock.

The initial trade took place in 2024Q4. And since then CURA WEALTH ADVISORS, LLC has made 1 purchases of GBDC, at an average price of $15.28, for a total of 268,700.00 shares. Based on historical transaction data and GBDC's current price of $15.48, CURA WEALTH ADVISORS, LLC's estimated gain on his GBDC holdings is $54,211.00, reflecting a 1.32% gain to date.

CURA WEALTH ADVISORS, LLC GBDC ($15.48) Holding Chart

CURA WEALTH ADVISORS, LLC GBDC ($15.48) 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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