Naviter Wealth, LLC Carlyle Secured Lending, Inc. Transaction History
Naviter Wealth, LLC
- $742 Million
- Q4 2025
A detailed history of Naviter Wealth, LLC transactions in Carlyle Secured Lending, Inc. stock. As of the latest transaction made, Naviter Wealth, LLC holds 76,464 shares of CGBD stock, worth $908,392. This represents 0.12% of its overall portfolio holdings.
Number of Shares
76,464
Previous 90,430
15.44%
Holding current value
$908,392
Previous $1.13 Million
19.65%
% of portfolio
0.12%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding CGBD
# of Institutions
167Shares Held
26.6MCall 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, MN1.39MShares$16.5 Million0.21% 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...