U.S. Capital Wealth Advisors, LLC Carlyle Secured Lending, Inc. Transaction History
U.S. Capital Wealth Advisors, LLC
- $3.03 Billion
- Q4 2024
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Carlyle Secured Lending, Inc. stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 36,200 shares of CGBD stock, worth $620,106. This represents 0.02% of its overall portfolio holdings.
Number of Shares
36,200
Previous 46,731
22.54%
Holding current value
$620,106
Previous $793,000
18.16%
% of portfolio
0.02%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding CGBD
# of Institutions
128Shares Held
13.9MCall Options Held
55.4KPut Options Held
13K-
Morgan Stanley New York, NY2.28MShares$39 Million0.0% of portfolio
-
Van Eck Associates Corp1.3MShares$22.2 Million0.03% of portfolio
-
Lsv Asset Management Chicago, IL1.26MShares$21.6 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.19MShares$20.4 Million0.0% of portfolio
-
Invesco Ltd. Atlanta, GA660KShares$11.3 Million0.0% of portfolio
About Carlyle Secured Lending, Inc.
- Ticker CGBD
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Description
- TCG BDC, Inc. is business development company specializing in first lien debt, senior secured loans, second lien senior secured loan unsecured debt, mezzanine debt and investments in equities. It specializes in directly investing. It specializes in middle market. It targets healthcare and pharmaceutical, aerospace and defense, high tech industri...