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New Mountain Finance Corp shares owned by Prevail Innovative Wealth Advisors

Quarter-by-quarter ownership of New Mountain Finance Corp (NMFC) shares owned by Prevail Innovative Wealth Advisors from 13F filings

Historical chart of Prevail Innovative Wealth Advisors investment in New Mountain Finance Corp

Tip: Access up to 7 years of quarterly data

All positions including New Mountain Finance Corp held by Prevail Innovative Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in New Mountain Finance Corp by Prevail Innovative Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 201k 12.67
2023-09-30 $862k 67k 12.95

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Wisdomtree Tr Floatng Rat Trea (USFR)
Global X Fds Russell 2000 (RYLD)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
American Centy Etf Tr Avantis Us Small (AVSC)
Energy Transfer Com Ut Ltd Ptn (ET)
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Goldman Sachs (GS)
MPLX Com Unit Rep Ltd (MPLX)
Civitas Resources Com New (CIVI)
Adams Express Company (ADX)
Newmont Mining Corporation (NEM)
Alliance Resource Partners L Ut Ltd Part (ARLP)
Ishares Tr Ishares Semicdtr (SOXX)

View all positions for Prevail Innovative Wealth Advisors

Top funds holding New Mountain Finance Corp

HPM Partners
Allspring Global Investments Holdings
HighTower Advisors
LSV Asset Management
Van Eck Associates Corp.
Jpmorgan Chase & Co
Dimension Capital Management Partners
Palisade Capital Management
Two Sigma Investments
Legal & General Group
Two Sigma Advisers
Brandywine Global Investment Management
Bank of America Corporation
Millennium Management
Cliffwater

View all funds holding New Mountain Finance Corp