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Tcg Bdc shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Tcg Bdc (CGBD) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Tcg Bdc

Tip: Access up to 7 years of quarterly data

All positions including Tcg Bdc held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tcg Bdc by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $147k 12k 12.14
2025-06-30 $214k 15k 13.92
2024-12-31 $325k 19k 16.97
2024-06-30 $312k 18k 17.74

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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Intl Moment (IMTM)
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Victory Portfolios Ii Usaa Msci Usa Sm (USVM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Us Treas Bd Etf (GOVT)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Tcg Bdc

Creative Planning
Morgan Stanley
Van Eck Associates Corp.
Rsm Us Wealth Management
Rivernorth Capital Management
Invesco
Two Sigma Investments
UBS Group
Mariner Wealth Advisors
Muzinich & Co
BlackRock
Two Sigma Advisers
Legal & General Group
Sumitomo Mitsui Trust Holdings
LSV Asset Management

View all funds holding Tcg Bdc