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Ares Dynamic Cr Allocation shares owned by Newbridge Financial Services Group

Quarter-by-quarter ownership of Ares Dynamic Cr Allocation (ARDC) shares owned by Newbridge Financial Services Group from 13F filings

Historical chart of Newbridge Financial Services Group investment in Ares Dynamic Cr Allocation

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All positions including Ares Dynamic Cr Allocation held by Newbridge Financial Services 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 Newbridge Financial Services Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $408k 29k 14.07
2025-06-30 $434k 31k 14.22
2021-06-30 $999 75 13.33

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Top funds holding Ares Dynamic Cr Allocation

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

View all funds holding Ares Dynamic Cr Allocation