Bright Futures Wealth Management, Llc. Carlyle Secured Lending, Inc. Transaction History
Bright Futures Wealth Management, Llc.
- $198 Million
- Q3 2024
A detailed history of Bright Futures Wealth Management, Llc. transactions in Carlyle Secured Lending, Inc. stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 62,066 shares of CGBD stock, worth $1.12 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
62,066
Previous 56,079
10.68%
Holding current value
$1.12 Million
Previous $994,000
5.94%
% of portfolio
0.53%
Previous 0.48%
Shares
3 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...