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Ares Capital Corporation shares owned by Bridgewealth Advisory Group

Quarter-by-quarter ownership of Ares Capital Corporation (ARCC) shares owned by Bridgewealth Advisory Group from 13F filings

Historical chart of Bridgewealth Advisory Group investment in Ares Capital Corporation

Tip: Access up to 7 years of quarterly data

All positions including Ares Capital Corporation held by Bridgewealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ares Capital Corporation by Bridgewealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $625k 30k 20.82
2023-12-31 $596k 30k 20.03
2023-09-30 $769k 40k 19.47
2023-06-30 $807k 43k 18.79
2023-03-31 $764k 42k 18.28
2022-12-31 $739k 40k 18.47

More positions owned by Bridgewealth Advisory Group

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
United Security Bancshares (UBFO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Vanguard Index Fds Mid Cap Etf (VO)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Pimco Etf Tr Muni Income Opp (MINO)

View all positions for Bridgewealth Advisory Group

Top funds holding Ares Capital Corporation

Morgan Stanley
Van Eck Associates Corp.
Royal Bank of Canada
Bank of America Corporation
FMR
Legal & General Group
Ameriprise Financial
LPL Financial
Wells Fargo & Company
Advisors Capital Management
Two Sigma Advisers
UBS Group
Stifel Financial
Ares Management
Sound Income Strategies

View all funds holding Ares Capital Corporation