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Lehman Brothers First Trust IOF shares owned by Cura Wealth Advisors

Quarter-by-quarter ownership of Lehman Brothers First Trust IOF (NHS) shares owned by Cura Wealth Advisors from 13F filings

Historical chart of Cura Wealth Advisors investment in Lehman Brothers First Trust IOF

Tip: Access up to 7 years of quarterly data

All positions including Lehman Brothers First Trust IOF held by Cura Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lehman Brothers First Trust IOF by Cura Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $91k 12k 7.44

More positions owned by Cura Wealth Advisors

Abbvie (ABBV)
Fs Kkr Capital Corp (FSK)
Abbott Laboratories (ABT)
Apollo Commercial Real Est. Finance (ARI)
Midcap Financial Invstmnt Com New (MFIC)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Apple (AAPL)
Vaneck Etf Trust Junior Gold Mine (GDXJ)
Granite Pt Mtg Tr Com Stk (GPMT)
Ares Coml Real Estate (ACRE)
Accenture Plc Ireland Shs Class A (ACN)
Blackstone Mtg Tr Com Cl A (BXMT)
Nuveen Insured Tax-Free Adv Munici (NEA)
Golub Capital BDC (GBDC)
Microsoft Corporation (MSFT)

View all positions for Cura Wealth Advisors

Top funds holding Lehman Brothers First Trust IOF

LPL Financial
Guggenheim Capital, LLC Managers
Invesco
Wells Fargo & Company
J.w. Cole Advisors
Uncommon Cents Investing
Ameriprise Financial
Harbour Investments
Bramshill Investments
Melfa Wealth Management
Shaker Financial Services
Equitable Holdings
Apollon Wealth Management
Jane Street
Goss Wealth Management

View all funds holding Lehman Brothers First Trust IOF