Bright Futures Wealth Management, Llc. Carlyle Secured Lending, Inc. Transaction History
Bright Futures Wealth Management, Llc.
- $87.3 Million
- Q1 2025
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 57,064 shares of CGBD stock, worth $784,059. This represents 1.06% of its overall portfolio holdings.
Number of Shares
57,064
Previous 61,308
6.92%
Holding current value
$784,059
Previous $1.1 Million
16.01%
% of portfolio
1.06%
Previous 1.09%
Shares
5 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$66.9 Million0.07% of portfolio
-
Morgan Stanley New York, NY2.35MShares$32.3 Million0.0% of portfolio
-
Prime Capital Investment Advisors, LLC Overland Park, KS2.2MShares$30.3 Million0.41% of portfolio
-
Lsv Asset Management Chicago, IL1.26MShares$17.3 Million0.05% of portfolio
-
Van Eck Associates Corp1.2MShares$16.5 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...