A detailed history of Xcel Wealth Management, LLC transactions in Ares Capital Corp stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 15,650 shares of ARCC stock, worth $328,650. This represents 0.1% of its overall portfolio holdings.

Number of Shares
15,650
Previous 11,900 31.51%
Holding current value
$328,650
Previous $247,000 32.39%
% of portfolio
0.1%
Previous 0.08%

Shares

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

Oct 21, 2024

BUY
$19.8 - $21.28 $74,250 - $79,800
3,750 Added 31.51%
15,650 $327,000
Q2 2024

Jul 23, 2024

BUY
$20.24 - $21.58 $8,095 - $8,632
400 Added 3.48%
11,900 $247,000
Q1 2024

Apr 22, 2024

BUY
$19.94 - $20.82 $26,919 - $28,107
1,350 Added 13.3%
11,500 $239,000
Q3 2023

Oct 17, 2023

BUY
$18.86 - $19.81 $191,429 - $201,071
10,150 New
10,150 $197,000

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
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