Bright Futures Wealth Management, Llc. Carlyle Secured Lending, Inc. Transaction History
Bright Futures Wealth Management, Llc.
- $111 Million
- Q3 2025
A detailed history of Bright Futures Wealth Management, Llc. transactions in Carlyle Secured Lending, Inc. stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 96,474 shares of CGBD stock, worth $1.15 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
96,474
Previous 57,064
69.06%
Holding current value
$1.15 Million
Previous $923,000
30.55%
% of portfolio
1.08%
Previous 1.06%
Shares
6 transactions
Others Institutions Holding CGBD
# of Institutions
167Shares Held
26.2MCall Options Held
47.2KPut Options Held
23.1K-
Creative Planning Overland Park, KS4.63MShares$55 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.41MShares$28.7 Million0.0% of portfolio
-
Van Eck Associates Corp1.83MShares$21.7 Million0.02% of portfolio
-
Choreo, LLC Minneapolis, MN1.46MShares$17.3 Million0.24% of portfolio
-
Rivernorth Capital Management, LLC West Palm Beach, FL1.2MShares$14.3 Million1.32% of portfolio
About Carlyle Secured Lending, Inc.
- Ticker CGBD
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Description
- TCG BDC, Inc. is business development company specializing in first lien debt, senior secured loans, second lien senior secured loan unsecured debt, mezzanine debt and investments in equities. It specializes in directly investing. It specializes in middle market. It targets healthcare and pharmaceutical, aerospace and defense, high tech industri...