Naviter Wealth, LLC ARCC Holdings History
Naviter Wealth, LLC's Ares Capital Corp Holding Summary
As of 2025-03-31, Naviter Wealth, LLC held 683,301.00 shares of Ares Capital Corp(ARCC), totaling $15.40 Mil. This investment constitutes 1.87% of their stock portfolio, and Naviter Wealth, LLC now holds 0.1% of the outstanding Ares Capital Corp(ARCC) stock.
The initial trade took place in 2021Q4. And since then Naviter Wealth, LLC has made 8 purchases of ARCC, at an average price of $20.34, for a total of 1.10 Mil shares. In addition, there have been 5 sales at an average price of $20.32 for 416,362.00 shares. Based on historical transaction data and ARCC's current price of $22.86, Naviter Wealth, LLC's estimated gain on his ARCC holdings is $1.71 Mil, reflecting a 7.64% gain to date.
Naviter Wealth, LLC ARCC ($22.86) Holding Chart
Naviter Wealth, LLC ARCC ($22.86) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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