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Ares Dynamic Cr Allocation shares owned by MAI Wealth Advisors

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

Historical chart of MAI 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 MAI 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.0k 572 14.06
2025-06-30 $8.1k 572 14.21
2025-03-31 $8.1k 572 14.11
2024-12-31 $8.6k 572 15.10

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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