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Cura Wealth Advisors, LLC

SEC CIK
0002056729
Latest filing
Aug 6, 2026

ET holding history

Energy Transfer LP in every 13F filed by Cura Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ET overviewAll 13F holders of ETFull Q2 2026 holdings

Shares (Q2 2026)
14,594
Value
$279.0K
% of portfolio
0.1%
Quarters held
7
Since Q4 2024
Holdings of ET by Cura Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,594$279.0K0.1%+43+0.3%AddedHolders
Q1 202614,551$280.8K0.1%+44+0.3%AddedHolders
Q4 202514,507$239.2K0.1%+3,048+26.6%AddedHolders
Q3 202511,459$196.6K0.1%+47+0.4%AddedHolders
Q2 202511,412$206.9K0.1%+43+0.4%AddedHolders
Q1 202511,369$211.4K0.1%+7+0.1%AddedHolders
Q4 202411,362$222.6K0.1%–No prior filingHolders