Wealthedge Investment Advisors, LLC OAKTREE SPECIALTY LENDING CO Transaction History

Wealthedge Investment Advisors, LLC

  • $240 Billion
  • Q2 2025
Number of Shares
96,807
Previous 129,692 25.36%
Holding current value
$1.32 Billion
Previous $1.99 Billion 33.62%
% of portfolio
0.55%
Previous 0.9%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
N/A
-32,885 Reduced 25.36%
96,807 $1.32 Billion
Q1 2025

May 13, 2025
BUY
N/A
68,002 Added 110.23%
129,692 $1.99 Billion
Q4 2024

Mar 12, 2025
BUY
N/A
61,690 New
61,690 $943 Million
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