Cornerstone Wealth Management, LLC Fidus Investment Corp Transaction History
Cornerstone Wealth Management, LLC
- $1.44 Billion
- Q4 2024
A detailed history of Cornerstone Wealth Management, LLC transactions in Fidus Investment Corp stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 21,426 shares of FDUS stock, worth $484,441. This represents 0.03% of its overall portfolio holdings.
Number of Shares
21,426
Previous 19,437
10.23%
Holding current value
$484,441
Previous $380,000
18.42%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding FDUS
# of Institutions
119Shares Held
8.04MCall Options Held
65.8KPut Options Held
10K-
Van Eck Associates Corp819KShares$18.5 Million0.02% of portfolio
-
Invesco Ltd. Atlanta, GA605KShares$13.7 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL547KShares$12.4 Million0.01% of portfolio
-
Morgan Stanley New York, NY447KShares$10.1 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL399KShares$9.01 Million0.01% of portfolio
About FIDUS INVESTMENT Corp
- Ticker FDUS
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Description
- Fidus Investment Corporation is a business development company. It specializing in leveraged buyouts, refinancings, change of ownership transactions, recapitalizations, strategic acquisitions, mezzanine, growth capital, business expansion, lower middle market investments, debt investments, subordinated and second lien loans, senior secured and u...