Wealth Plan Investment Management, LLC Ares Capital Corp Transaction History
Wealth Plan Investment Management, LLC
- $944 Million
- Q4 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in Ares Capital Corp stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 40,769 shares of ARCC stock, worth $836,987. This represents 0.09% of its overall portfolio holdings.
Number of Shares
40,769
Previous 53,362
23.6%
Holding current value
$836,987
Previous $1.12 Million
20.14%
% of portfolio
0.09%
Previous 0.12%
Shares
13 transactions
Others Institutions Holding ARCC
# of Institutions
919Shares Held
207MCall Options Held
2.88MPut Options Held
10.4M-
Morgan Stanley New York, NY14.8MShares$305 Million0.02% of portfolio
-
Van Eck Associates Corp14.1MShares$290 Million0.4% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$163 Million0.01% of portfolio
-
Legal & General Group PLC London, X04.65MShares$95.5 Million0.03% of portfolio
-
Farmer Steven Patrick4.42MShares$90.8 Million1.24% of portfolio
About ARES CAPITAL CORP
- Ticker ARCC
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Description
- Ares Capital Corporation is a business development company specializing in acquisition, recapitalization, mezzanine debt, restructurings, rescue financing, and leveraged buyout transactions of middle market companies. It also makes growth capital and general refinancing. It prefers to make investments in companies engaged in the basic and growth...