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 48,994 shares of ARCC stock, worth $1.03 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
48,994
Previous 50,539 3.06%
Holding current value
$1.03 Million
Previous $1.01 Million 0.79%
% of portfolio
0.17%
Previous 0.17%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 16, 2024

SELL
$19.94 - $20.82 $30,807 - $32,166
-1,545 Reduced 3.06%
48,994 $1.02 Million
Q4 2023

Jan 05, 2024

BUY
$18.66 - $20.21 $60,868 - $65,925
3,262 Added 6.9%
50,539 $1.01 Million
Q3 2023

Nov 15, 2023

BUY
$18.86 - $19.81 $391,118 - $410,819
20,738 Added 78.14%
47,277 $920,000
Q3 2023

Nov 09, 2023

BUY
$18.86 - $19.81 $231,016 - $242,652
12,249 Added 85.72%
26,539 $516,000
Q2 2023

Aug 14, 2023

SELL
$17.65 - $19.11 $1.97 Million - $2.13 Million
-111,448 Reduced 88.64%
14,290 $268,000
Q2 2023

Jul 25, 2023

BUY
$17.65 - $19.11 $1.47 Million - $1.6 Million
83,512 Added 197.77%
125,738 $2.36 Million
Q1 2023

May 08, 2023

SELL
$17.19 - $20.04 $356,537 - $415,649
-20,741 Reduced 32.94%
42,226 $771,000
Q4 2022

Feb 15, 2023

SELL
$17.3 - $19.76 $537,043 - $613,409
-31,043 Reduced 33.02%
62,967 $1.16 Million
Q3 2022

Dec 12, 2022

BUY
$16.84 - $20.7 $145,851 - $179,282
8,661 Added 10.15%
94,010 $1.76 Million
Q1 2022

Sep 07, 2022

BUY
$19.7 - $22.58 $1.68 Million - $1.93 Million
85,349 New
85,349 $1.73 Million

Others Institutions Holding ARCC

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...
More about ARCC
Track This Portfolio

Track Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.