Mount Yale Investment Advisors, LLC NUVEEN CHURCHILL DIRECT LEND Transaction History

Mount Yale Investment Advisors, LLC

  • $1.21 Billion
  • Q2 2025
Number of Shares
16,376
Previous 37,366 56.17%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
N/A
-20,990 Reduced 56.17%
16,376 $0
Q1 2025

Apr 16, 2025
SELL
N/A
-1,364 Reduced 3.52%
37,366 $0
Q4 2024

Jan 22, 2025
SELL
N/A
-432 Reduced 1.1%
38,730 $0
Q3 2024

Oct 23, 2024
BUY
N/A
24,372 Added 164.79%
39,162 $0
Q2 2024

Aug 13, 2024
BUY
N/A
14,790 New
14,790 $0
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