A detailed history of Kingswood Wealth Advisors, LLC transactions in Ares Capital Corp stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 31,883 shares of ARCC stock, worth $750,525. This represents 0.05% of its overall portfolio holdings.

Number of Shares
31,883
Previous 16,430 94.05%
Holding current value
$750,525
Previous $344 Million 103.1%
% of portfolio
0.05%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025

BUY
$20.74 - $22.27 $320,495 - $344,138
15,453 Added 94.05%
31,883 $698 Million
Q3 2024

Oct 21, 2024

SELL
$19.8 - $21.28 $266,310 - $286,216
-13,450 Reduced 45.01%
16,430 $344 Million
Q2 2024

Jul 09, 2024

BUY
$20.24 - $21.58 $29,611 - $31,571
1,463 Added 5.15%
29,880 $623 Million
Q1 2024

Apr 15, 2024

BUY
$19.94 - $20.82 $478 - $499
24 Added 0.08%
28,417 $592 Million
Q4 2023

Jan 16, 2024

BUY
$18.66 - $20.21 $529,813 - $573,822
28,393 New
28,393 $569 Million
Q2 2023

Aug 09, 2023

BUY
$17.65 - $19.11 $364,084 - $394,201
20,628 New
20,628 $388 Million

Others Institutions Holding ARCC

About ARES CAPITAL CORP


  • Ticker ARCC
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Ares Capital Corporation is a business development company specializing in acquisition, recapitalization, mezzanine debt, restructurings, rescue financing, and leveraged buyout transactions of middle market companies. It also makes growth capital and general refinancing. It prefers to make investments in companies engaged in the basic and growth...
More about ARCC
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.