Number of Shares
648,600.00
Current Holdings Value*
$8.34 Mil
% of Portfolio
3.38%
Total Estimate Gain
$-298,743.14
% of Total Estimate Gain
-3.39%

CURA WEALTH ADVISORS, LLC's MidCap Financial Investment Corp Holding Summary

As of 2025-03-31, CURA WEALTH ADVISORS, LLC held 648,600.00 shares of MidCap Financial Investment Corp(MFIC), totaling $8.34 Mil. This investment constitutes 3.38% of their stock portfolio, and CURA WEALTH ADVISORS, LLC now holds 0.7% of the outstanding MidCap Financial Investment Corp(MFIC) stock.

The initial trade took place in 2024Q4. And since then CURA WEALTH ADVISORS, LLC has made 1 purchases of MFIC, at an average price of $13.60, for a total of 648,600.00 shares. Based on historical transaction data and MFIC's current price of $13.14, CURA WEALTH ADVISORS, LLC's estimated gain on his MFIC holdings is $-298,743.14, reflecting a -3.39% gain to date.

CURA WEALTH ADVISORS, LLC MFIC ($13.14) Holding Chart

CURA WEALTH ADVISORS, LLC MFIC ($13.14) 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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