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Tcg Bdc shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Tcg Bdc (CGBD) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Tcg Bdc

Tip: Access up to 7 years of quarterly data

All positions including Tcg Bdc held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tcg Bdc by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $263k 18k 14.96
2023-09-30 $342k 24k 14.50

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Servicenow (NOW)
Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Option (AAPL)
Ishares Tr Core Msci Intl (IDEV)
Microsoft Corporation (MSFT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Us Home Cons Etf (ITB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Axxcess Wealth Management

Top funds holding Tcg Bdc

LSV Asset Management
Van Eck Associates Corp.
Bank of America Corporation
Millennium Management
Legal & General Group
Two Sigma Investments
Two Sigma Advisers
D. E. Shaw & Co
Sumitomo Mitsui Trust Holdings
Citadel Advisors
Advisors Asset Management
Novare Capital Management
Royal Bank of Canada
Neuberger Berman Group
Condor Capital Management

View all funds holding Tcg Bdc