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Ares Dynamic Cr Allocation shares owned by Kiely Wealth Advisory Group

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

Historical chart of Kiely Wealth Advisory Group investment in Ares Dynamic Cr Allocation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ares Dynamic Cr Allocation by Kiely Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.9k 531 14.95
2024-06-30 $7.6k 519 14.62

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View all positions for Kiely Wealth Advisory Group

Top funds holding Ares Dynamic Cr Allocation

Wells Fargo & Company
Cohen & Steers Capital Management
Guggenheim Capital, LLC Managers
Morgan Stanley
Advisors Asset Management
Foundations Investment Advisors
United Advisor Group
Stifel Financial
Invesco
Hennion & Walsh Asset Management
Capital Investment Advisors
Bank of America Corporation
Secure Asset Management
Farther Finance Advisors
NewEdge Wealth

View all funds holding Ares Dynamic Cr Allocation