Prevail Innovative Wealth Advisors, LLC New Mountain Finance Corp Transaction History
Prevail Innovative Wealth Advisors, LLC
- $269 Billion
- Q1 2024
A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in New Mountain Finance Corp stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 201,064 shares of NMFC stock, worth $2.46 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
201,064
Previous 183,712
9.45%
Holding current value
$2.46 Million
Previous $2.34 Billion
9.01%
% of portfolio
0.95%
Previous 1.11%
Shares
3 transactions
Others Institutions Holding NMFC
# of Institutions
187Shares Held
39.1MCall Options Held
70.8KPut Options Held
7.4K-
Round Table Services, LLC3.8MShares$46.5 Million8.61% of portfolio
-
Cerity Partners LLC New York, NY3.6MShares$44.1 Million0.12% of portfolio
-
Allspring Global Investments Holdings, LLC3.08MShares$37.7 Million0.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.05MShares$37.3 Million0.06% of portfolio
-
Lsv Asset Management Chicago, IL2.53MShares$31 Million0.07% of portfolio
About New Mountain Finance Corp
- Ticker NMFC
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 100,716,928
- Market Cap $1.23B
- 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...