Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Nuveen Churchill Direct Lending NCDL Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio NCDL Stock Details NCDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.64M Sell
2025
Q1 		$5.82M Buy
2024
Q4 		$1.24M Buy
2024
Q3 		$831K Buy
2024
Q2 		$454K Buy
2024
Q1 		$314K Buy