Activest Wealth Management Carlyle Secured Lending, Inc. Transaction History
Activest Wealth Management
- $347 Million
- Q1 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 13,725 shares of CGBD stock, worth $191,326. This represents 0.06% of its overall portfolio holdings.
Number of Shares
13,725
Previous 13,725
-0.0%
Holding current value
$191,326
Previous $246,000
9.76%
% of portfolio
0.06%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding CGBD
# of Institutions
136Shares Held
19.2MCall Options Held
79.4KPut Options Held
13.5K-
Creative Planning Overland Park, KS4.87MShares$67.9 Million0.07% of portfolio
-
Morgan Stanley New York, NY2.35MShares$32.7 Million0.0% of portfolio
-
Lsv Asset Management Chicago, IL1.26MShares$17.5 Million0.05% of portfolio
-
Van Eck Associates Corp1.2MShares$16.8 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.06MShares$14.8 Million0.0% 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...