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Ares Dynamic Cr Allocation shares owned by GoalVest Advisory

Quarter-by-quarter ownership of Ares Dynamic Cr Allocation (ARDC) shares owned by GoalVest Advisory from 13F filings

Historical chart of GoalVest Advisory investment in Ares Dynamic Cr Allocation

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Quarterly reported holdings in Ares Dynamic Cr Allocation by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $99k 7.0k 14.07
2025-06-30 $100k 7.0k 14.22

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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