Beacon Bridge Wealth Partners, LLC NUVEEN CHURCHILL DIRECT LEND Transaction History

Beacon Bridge Wealth Partners, LLC

  • $234 Billion
  • Q1 2025
Number of Shares
32,432
Previous 86,721 62.6%
Holding current value
$551 Million
Previous $1.46 Billion 62.16%
% of portfolio
0.23%
Previous 0.62%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
N/A
-54,289 Reduced 62.6%
32,432 $551 Million
Q4 2024

Feb 04, 2025
BUY
N/A
43,363 Added 100.01%
86,721 $1.46 Billion
Q3 2024

Nov 12, 2024
BUY
N/A
30,351 Added 233.34%
43,358 $755 Million
Q2 2024

Aug 02, 2024
BUY
N/A
13,007 New
13,007 $226 Million
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