A detailed history of Wealth Enhancement Advisory Services, LLC transactions in New Mountain Finance Corp stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 32,471 shares of NMFC stock, worth $384,456. This represents 0.0% of its overall portfolio holdings.

Number of Shares
32,471
Previous 21,590 50.4%
Holding current value
$384,456
Previous $264,000 47.35%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$11.84 - $12.5 $128,831 - $136,012
10,881 Added 50.4%
32,471 $389,000
Q2 2024

Jul 16, 2024

BUY
$12.14 - $12.72 $72,233 - $75,684
5,950 Added 38.04%
21,590 $264,000
Q1 2024

Apr 15, 2024

BUY
$12.25 - $13.05 $2,572 - $2,740
210 Added 1.36%
15,640 $198,000
Q4 2023

Jan 30, 2024

BUY
$12.25 - $13.21 $18,681 - $20,145
1,525 Added 10.97%
15,430 $196,000
Q3 2023

Nov 13, 2023

BUY
$12.48 - $13.1 $173,534 - $182,155
13,905 New
13,905 $180,000

Others Institutions Holding NMFC

About New Mountain Finance Corp


  • Ticker NMFC
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 100,716,928
  • Market Cap $1.19B
  • 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...
More about NMFC
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