Tcg Bdc shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of Tcg Bdc (CGBD) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in Tcg Bdc
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Quarterly reported holdings in Tcg Bdc by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $183k | 11k | 16.18 |
| 2024-12-31 | $203k | 11k | 17.93 |
| 2024-09-30 | $192k | 11k | 16.97 |
| 2024-06-30 | $201k | 11k | 17.74 |
| 2024-03-31 | $184k | 11k | 16.28 |
| 2023-12-31 | $169k | 11k | 14.96 |
| 2023-09-30 | $164k | 11k | 14.50 |
| 2023-06-30 | $165k | 11k | 14.56 |
| 2023-03-31 | $154k | 11k | 13.62 |
| 2022-12-31 | $162k | 11k | 14.31 |
| 2022-09-30 | $129k | 11k | 11.40 |
| 2022-06-30 | $144k | 11k | 12.73 |
| 2022-03-31 | $163k | 11k | 14.41 |
| 2021-12-31 | $155k | 11k | 13.70 |
| 2021-09-30 | $152k | 11k | 13.43 |
| 2021-06-30 | $149k | 11k | 13.17 |
| 2021-03-31 | $369k | 28k | 13.20 |
More positions owned by Aurum Wealth Management Group
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