Ever Source Wealth Advisors, LLC New Mountain Finance Corp Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in New Mountain Finance Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 308 shares of NMFC stock, worth $3,289. This represents 0.0% of its overall portfolio holdings.
Number of Shares
308
Previous 925
66.7%
Holding current value
$3,289
Previous $10,000
70.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding NMFC
# of Institutions
188Shares Held
37.2MCall Options Held
48.3KPut Options Held
19.8K-
Round Table Services, LLC3.8MShares$40.5 Million8.61% of portfolio
-
Cerity Partners LLC New York, NY3.45MShares$36.9 Million0.08% of portfolio
-
Lsv Asset Management Chicago, IL2.76MShares$29.5 Million0.07% of portfolio
-
Van Eck Associates Corp2.3MShares$24.5 Million0.03% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.41MShares$15 Million0.02% of portfolio
About New Mountain Finance Corp
- Ticker NMFC
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 100,716,928
- Market Cap $1.08B
- Description
- New Mountain Finance Corporation (Nasdaq: NMFC), a business development company is a private equity / buyouts and loan fund specializes in directly investing and lending to middle market companies in ?defensive growth? industries. The fund prefers investing in buyout and middle market companies. It also makes investments in debt securities at al...