Ever Source Wealth Advisors, LLC Gladstone Investment Corporation\De Transaction History
Ever Source Wealth Advisors, LLC
- $2.2 Billion
- Q3 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Gladstone Investment Corporation\De stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,200 shares of GAIN stock, worth $16,524. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,200
Previous 1,200
-0.0%
Holding current value
$16,524
Previous $17,000
5.88%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding GAIN
# of Institutions
97Shares Held
5.97MCall Options Held
48.2KPut Options Held
54K-
Melia Wealth LLC Tulsa, OK1.2MShares$16.5 Million7.25% of portfolio
-
Van Eck Associates Corp855KShares$11.8 Million0.01% of portfolio
-
Ubs Group Ag485KShares$6.68 Million0.0% of portfolio
-
Morgan Stanley New York, NY318KShares$4.38 Million0.0% of portfolio
-
Marshall Wace, LLP London, X0295KShares$4.07 Million0.0% of portfolio
About GLADSTONE INVESTMENT CORPORATION\DE
- Ticker GAIN
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Description
- Gladstone Investment Corporation is business development company, specializes in lower middle market, mature stage, buyouts; refinancing existing debt; senior debt securities such as senior loans, senior term loans, lines of credit, and senior notes; senior subordinated debt securities such as senior subordinated loans and senior subordinated no...