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Ares Dynamic Cr Allocation shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Ares Dynamic Cr Allocation (ARDC) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Ares Dynamic Cr Allocation

Tip: Access up to 7 years of quarterly data

All positions including Ares Dynamic Cr Allocation held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ares Dynamic Cr Allocation by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $22k 1.6k 14.07
2025-06-30 $15k 1.1k 14.22
2023-06-30 $1.1k 91 12.33
2023-03-31 $1.1k 91 11.97
2022-12-31 $1.1k 91 11.59
2022-09-30 $999 91 10.99

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Top funds holding Ares Dynamic Cr Allocation

Wells Fargo & Company
Morgan Stanley
Advisors Asset Management
Guggenheim Capital, LLC Managers
Foundations Investment Advisors
United Advisor Group
Invesco
AdvisorNet Financial
Hennion & Walsh Asset Management
Janney Montgomery Scott
NewEdge Wealth
Huntleigh Advisors
Capital Investment Advisors
Stifel Financial
Secure Asset Management

View all funds holding Ares Dynamic Cr Allocation