Wealth Enhancement Advisory Services, LLC Carlyle Secured Lending, Inc. Transaction History
Wealth Enhancement Advisory Services, LLC
- $44.5 Billion
- Q3 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Carlyle Secured Lending, Inc. stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 19,150 shares of CGBD stock, worth $345,466. This represents 0.0% of its overall portfolio holdings.
Number of Shares
19,150
Previous 17,604
8.78%
Holding current value
$345,466
Previous $312,000
3.85%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding CGBD
# of Institutions
133Shares Held
13.1MCall Options Held
55.2KPut Options Held
10.8K-
Morgan Stanley New York, NY2.12MShares$38.3 Million0.0% of portfolio
-
Lsv Asset Management Chicago, IL1.39MShares$25.1 Million0.05% of portfolio
-
Van Eck Associates Corp1.25MShares$22.6 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.15MShares$20.7 Million0.0% of portfolio
-
David A. Siegel Two Sigma Advisers, LP | New York, Ny474KShares$8.55 Million0.02% 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...