CWA
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Cura Wealth Advisors’s Fiserv FI Stock Holding History

Cura Wealth Advisors’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,627
Closed -$359K – 118
2025
Q1 		$359K Buy
+1,627
New +$359K 0.15% 65