Wealthedge Investment Advisors, LLC New Mountain Finance Corp Transaction History
Wealthedge Investment Advisors, LLC
- $240 Billion
- Q2 2025
A detailed history of Wealthedge Investment Advisors, LLC transactions in New Mountain Finance Corp stock. As of the latest transaction made, Wealthedge Investment Advisors, LLC holds 139,893 shares of NMFC stock, worth $1.28 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
139,893
Previous 152,878
8.49%
Holding current value
$1.28 Million
Previous $1.69 Billion
12.48%
% of portfolio
0.61%
Previous 0.76%
Shares
3 transactions
Others Institutions Holding NMFC
# of Institutions
187Shares Held
35.2MCall Options Held
25.3KPut Options Held
17K-
Round Table Services, LLC3.8MShares$34.8 Million8.61% of portfolio
-
Cerity Partners LLC New York, NY2.77MShares$25.4 Million0.05% of portfolio
-
Lsv Asset Management Chicago, IL2.76MShares$25.3 Million0.07% of portfolio
-
Van Eck Associates Corp2.47MShares$22.7 Million0.03% of portfolio
-
Ubs Group Ag1.25MShares$11.5 Million0.0% of portfolio
About New Mountain Finance Corp
- Ticker NMFC
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 100,716,928
- Market Cap $923M
- 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...