Hb Wealth Management, LLC Carlyle Secured Lending, Inc. Transaction History
Hb Wealth Management, LLC
- $14.5 Billion
- Q3 2025
A detailed history of Hb Wealth Management, LLC transactions in Carlyle Secured Lending, Inc. stock. As of the latest transaction made, Hb Wealth Management, LLC holds 13,940 shares of CGBD stock, worth $165,607. This represents 0.0% of its overall portfolio holdings.
Number of Shares
13,940
Previous 11,790
18.24%
Holding current value
$165,607
Previous $161,000
8.07%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding CGBD
# of Institutions
166Shares Held
26.3MCall 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...