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Ares Capital Corporation shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Ares Capital Corporation (ARCC) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Ares Capital Corporation

Tip: Access up to 7 years of quarterly data

All positions including Ares Capital Corporation held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ares Capital Corporation by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 56k 20.94
2024-03-31 $1.1M 53k 21.10

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Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding Ares Capital Corporation

Morgan Stanley
Van Eck Associates Corp.
Bank of America Corporation
Royal Bank of Canada
Confluence Investment Management
International Assets Investment Management
LPL Financial
Jpmorgan Chase & Co
Wells Fargo & Company
Advisors Capital Management
Invesco
Sound Income Strategies
Goldman Sachs Group
Stifel Financial
Two Sigma Advisers

View all funds holding Ares Capital Corporation