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Ares Dynamic Cr Allocation shares owned by Worth Asset Management

Quarter-by-quarter ownership of Ares Dynamic Cr Allocation (ARDC) shares owned by Worth Asset Management from 13F filings

Historical chart of Worth Asset Management investment in Ares Dynamic Cr Allocation

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All positions including Ares Dynamic Cr Allocation held by Worth Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ares Dynamic Cr Allocation by Worth Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $172k 11k 15.28

More positions owned by Worth Asset Management

Vanguard Value Etf Etf (VTV)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Apple Stock (AAPL)
Neos Enhanced Income 1-3 Month T-bill Etf Etf (CSHI)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Bond Market Etf Etf (BND)
Consumer Staples Select Sector Spdr Fund Etf (XLP)
Invesco Nasdaq 100 Etf Etf (QQQM)
Broadcom Stock (AVGO)
3M Stock (MMM)

View all positions for Worth Asset Management

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