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Crescent Capital Bdc shares owned by Evoke Wealth

Quarter-by-quarter ownership of Crescent Capital Bdc (CCAP) shares owned by Evoke Wealth from 13F filings

Historical chart of Evoke Wealth investment in Crescent Capital Bdc

Tip: Access up to 7 years of quarterly data

All positions including Crescent Capital Bdc held by Evoke Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Crescent Capital Bdc by Evoke Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $494k 28k 17.79
2023-09-30 $265k 15k 17.51

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World Gold Tr Spdr Gld Minis (GLDM)
Schwab Strategic Tr Us Tips Etf (SCHP)
Flexshares Tr Mornstar Upstr (GUNR)
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Vanguard Index Fds Total Stk Mkt (VTI)
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Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)

View all positions for Evoke Wealth

Top funds holding Crescent Capital Bdc

Texas County & District Retirement System
Fidelity National Financial
Sun Life Financial
Mariner Wealth Advisors
Ares Management
Relative Value Partners
Millennium Management
Aspen Grove Capital
Condor Capital Management
Two Sigma Investments
HighTower Advisors
Two Sigma Advisers
Bank of America Corporation
Citadel Advisors
Raymond James & Associates

View all funds holding Crescent Capital Bdc