AE Wealth Management’s New Mountain Finance NMFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$115K	Buy	10,900 +55	+0.5%	+$580	﹤0.01%	1448
2025 Q1	$120K	Sell	10,845 -366	-3%	-$4.04K	﹤0.01%	1398
2024 Q4	$126K	Buy	+11,211	New	+$126K	﹤0.01%	1380