Soa Wealth Advisors, Llc. Capital Southwest Corp Transaction History
Soa Wealth Advisors, Llc.
- $532 Million
- Q4 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in Capital Southwest Corp stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 11 shares of CSWC stock, worth $241. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11Holding current value
$241% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding CSWC
# of Institutions
164Shares Held
12.3MCall Options Held
79.8KPut Options Held
84.6K-
Van Eck Associates Corp1.19MShares$26.2 Million0.03% of portfolio
-
Sanders Morris Harris LLC815KShares$17.9 Million2.78% of portfolio
-
Punch & Associates Investment Management, Inc. Edina, MN676KShares$14.8 Million1.02% of portfolio
-
David A. Siegel Two Sigma Advisers, LP | New York, Ny661KShares$14.5 Million0.04% of portfolio
-
Zuckerman Investment Group, LLC Chicago, IL641KShares$14.1 Million1.75% of portfolio
About CAPITAL SOUTHWEST CORP
- Ticker CSWC
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 27,530,600
- Market Cap $605M
- Description
- Capital Southwest Corporation is a business development company specializing in credit and private equity and venture capital investments in middle market companies, mezzanine, later stage, mature, late venture, emerging growth, buyouts, recapitalizations and growth capital investments. It does not invest in startups, publicly traded companies, ...