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Logan Ridge Finance Corp shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Logan Ridge Finance Corp (LRFC) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Logan Ridge Finance Corp

Tip: Access up to 7 years of quarterly data

All positions including Logan Ridge Finance Corp 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 Logan Ridge Finance Corp by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.8M 171k 22.49
2023-12-31 $3.9M 170k 22.61
2023-09-30 $3.4M 165k 20.75

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View all positions for Wealth Enhancement Advisory Services

Top funds holding Logan Ridge Finance Corp

Punch & Associates Investment Management
Wealth Enhancement Advisory Services
Brooklyn Capital Management
Fort Hoosac Management
Captrust Financial Advisors
Oakmont Partners
Advisor Group Holdings
Jpmorgan Chase & Co
SOA Wealth Advisors
UBS Group
Advisory Services Network
IFP Advisors
Cape Investment Advisory
Wells Fargo & Company

View all funds holding Logan Ridge Finance Corp