Activest Wealth Management Carlyle Secured Lending, Inc. Transaction History
Activest Wealth Management
- $402 Million
- Q2 2025
A detailed history of Activest Wealth Management transactions in Carlyle Secured Lending, Inc. stock. As of the latest transaction made, Activest Wealth Management holds 8,125 shares of CGBD stock, worth $110,500. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,125
Previous 13,725
40.8%
Holding current value
$110,500
Previous $222,000
50.0%
% of portfolio
0.03%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding CGBD
# of Institutions
151Shares Held
22.7MCall Options Held
79.4KPut Options Held
13.5K-
Creative Planning Overland Park, KS4.87MShares$66.3 Million0.07% of portfolio
-
Morgan Stanley New York, NY2.35MShares$31.9 Million0.0% of portfolio
-
Prime Capital Investment Advisors, LLC Overland Park, KS2.2MShares$30 Million0.41% of portfolio
-
Lsv Asset Management Chicago, IL1.26MShares$17.1 Million0.05% of portfolio
-
Van Eck Associates Corp1.2MShares$16.4 Million0.03% 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...