A detailed history of Ep Wealth Advisors, LLC transactions in Ares Capital Corp stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 14,238 shares of ARCC stock, worth $305,974. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,238
Holding current value
$305,974
% of portfolio
0.0%

Shares

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

May 15, 2025

BUY
$21.28 - $23.81 $302,984 - $339,006
14,238 New
14,238 $315,000
Q3 2017

Nov 15, 2017

SELL
$15.67 - $16.45 $579,790 - $608,650
-37,000 Closed
0 $0
Q2 2017

Aug 17, 2017

BUY
N/A
37,000
37,000 $606,000

Others Institutions Holding ARCC

About ARES CAPITAL CORP


  • Ticker ARCC
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Ares Capital Corporation is a business development company specializing in acquisition, recapitalization, mezzanine debt, restructurings, rescue financing, and leveraged buyout transactions of middle market companies. It also makes growth capital and general refinancing. It prefers to make investments in companies engaged in the basic and growth...
More about ARCC
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.