Wealth Enhancement Advisory Services, LLC Logan Ridge Finance Corp. Transaction History
Wealth Enhancement Advisory Services, LLC
- $49 Billion
- Q1 2025
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Logan Ridge Finance Corp. stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 149,431 shares of LRFC stock, worth $2.65 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
149,431
Previous 149,431
-0.0%
Holding current value
$2.65 Million
Previous $3.74 Million
11.99%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding LRFC
# of Institutions
12Shares Held
809KCall Options Held
0Put Options Held
0-
Bulldog Investors, LLP Saddle Brook, NJ240KShares$4.26 Million2.26% of portfolio
-
Punch & Associates Investment Management, Inc. Edina, MN228KShares$4.05 Million0.36% of portfolio
-
Repertoire Partners LP New York, NY148KShares$2.63 Million1.44% of portfolio
-
Dakota Wealth Management15KShares$265,3620.01% of portfolio
-
Ubs Group Ag12.6KShares$224,0220.0% of portfolio
About Logan Ridge Finance Corp.
- Ticker LRFC
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Description
- Logan Ridge Finance Corporation, formerly known as, Capitala Finance Corp. is a Business Development Company specializing in senior subordinated debt and unitranche debt, unitranche loan, first-lien and second-lien loans, lower middle market and middle market, equity co-investment in sponsored companies. The fund targets companies in the Aerospa...