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Ares Dynamic Cr Allocation shares owned by Foundations Investment Advisors

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

Historical chart of Foundations Investment 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 Foundations Investment 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 Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.5M 260k 13.42
2023-09-30 $3.0M 236k 12.90
2023-06-30 $2.5M 207k 12.33

More positions owned by Foundations Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Total Usd (IUSB)
Exchange Listed Fds Tr Cabana Target 7 (TDSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Tr Defined Wlt Shld (BALT)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Foundations Investment Advisors

Top funds holding Ares Dynamic Cr Allocation

Wells Fargo & Company
Stifel Financial
Hennion & Walsh Asset Management
Advisors Asset Management
Foundations Investment Advisors
Capital Investment Advisors
Guggenheim Capital, LLC Managers
Bank of America Corporation
UBS Group
Raymond James & Associates
Advisor Group Holdings
Curated Wealth Partners
NewEdge Wealth
Nations Financial Group
Virtus ETF Advisers

View all funds holding Ares Dynamic Cr Allocation