A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Logan Ridge Finance Corp. stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 161,135 shares of LRFC stock, worth $3.91 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
161,135
Previous 163,235 1.29%
Holding current value
$3.91 Million
Previous $3.66 Million 9.41%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$21.29 - $25.0 $44,709 - $52,500
-2,100 Reduced 1.29%
161,135 $4 Million
Q2 2024

Jul 16, 2024

SELL
$21.97 - $22.7 $169,894 - $175,539
-7,733 Reduced 4.52%
163,235 $3.66 Million
Q1 2024

Apr 15, 2024

BUY
$21.9 - $23.34 $13,161 - $14,027
601 Added 0.35%
170,968 $3.85 Million
Q4 2023

Jan 30, 2024

BUY
$20.3 - $23.23 $111,284 - $127,346
5,482 Added 3.32%
170,367 $3.85 Million
Q3 2023

Nov 13, 2023

BUY
$20.58 - $21.71 $3.39 Million - $3.58 Million
164,885 New
164,885 $3.42 Million

Others Institutions Holding LRFC

About Logan Ridge Finance Corp.


  • Ticker LRFC
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Logan Ridge Finance Corporation, formerly known as, Capitala Finance Corp. is a Business Development Company specializing in senior subordinated debt and unitranche debt, unitranche loan, first-lien and second-lien loans, lower middle market and middle market, equity co-investment in sponsored companies. The fund targets companies in the Aerospa...
More about LRFC
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.