Wealthedge Investment Advisors, LLC New Mountain Finance Corp Transaction History
Wealthedge Investment Advisors, LLC
- $264 Billion
- Q3 2025
A detailed history of Wealthedge Investment Advisors, LLC transactions in New Mountain Finance Corp stock. As of the latest transaction made, Wealthedge Investment Advisors, LLC holds 96,218 shares of NMFC stock, worth $907,335. This represents 0.35% of its overall portfolio holdings.
Number of Shares
96,218
Previous 139,893
31.22%
Holding current value
$907,335
Previous $1.48 Billion
37.15%
% of portfolio
0.35%
Previous 0.61%
Shares
4 transactions
Others Institutions Holding NMFC
# of Institutions
183Shares Held
33.4MCall Options Held
27.6KPut Options Held
0-
Round Table Services, LLC3.8MShares$35.8 Million8.61% of portfolio
-
Lsv Asset Management Chicago, IL2.63MShares$24.8 Million0.06% of portfolio
-
Van Eck Associates Corp2.59MShares$24.4 Million0.02% of portfolio
-
Cerity Partners LLC New York, NY2.07MShares$19.5 Million0.03% of portfolio
-
Jpmorgan Chase & CO New York, NY1.6MShares$15 Million0.0% of portfolio
About New Mountain Finance Corp
- Ticker NMFC
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 100,716,928
- Market Cap $950M
- Description
- New Mountain Finance Corporation (Nasdaq: NMFC), a business development company is a private equity / buyouts and loan fund specializes in directly investing and lending to middle market companies in ?defensive growth? industries. The fund prefers investing in buyout and middle market companies. It also makes investments in debt securities at al...