A detailed history of Ever Source Wealth Advisors, LLC transactions in Ares Capital Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 11,145 shares of ARCC stock, worth $237,388. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,145
Previous 11,020 1.13%
Holding current value
$237,388
Previous $229,000 1.75%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$19.8 - $21.28 $2,475 - $2,660
125 Added 1.13%
11,145 $233,000
Q2 2024

Aug 13, 2024

BUY
$20.24 - $21.58 $46,046 - $49,094
2,275 Added 26.01%
11,020 $229,000
Q1 2024

Jun 11, 2024

SELL
$19.94 - $20.82 $7,597 - $7,932
-381 Reduced 4.17%
8,745 $182,000
Q4 2023

Feb 09, 2024

SELL
$18.66 - $20.21 $6,531 - $7,073
-350 Reduced 3.69%
9,126 $182,000
Q2 2023

Aug 04, 2023

BUY
$17.65 - $19.11 $21,991 - $23,811
1,246 Added 15.14%
9,476 $178,000
Q1 2023

May 11, 2023

SELL
$17.19 - $20.04 $8,234 - $9,599
-479 Reduced 5.5%
8,230 $150,000
Q4 2022

Feb 09, 2023

BUY
$17.3 - $19.76 $150,665 - $172,089
8,709 New
8,709 $160,000

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
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