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 17,599 shares of FDUS stock, worth $340,540. This represents 0.03% of its overall portfolio holdings.

Number of Shares
17,599
Previous 15,937 10.43%
Holding current value
$340,540
Previous $314,000 8.92%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

BUY
$19.26 - $20.47 $32,010 - $34,021
1,662 Added 10.43%
17,599 $342,000
Q1 2024

Apr 19, 2024

BUY
$18.79 - $20.04 $88,049 - $93,907
4,686 Added 41.65%
15,937 $314,000
Q4 2023

Jan 10, 2024

BUY
$17.69 - $20.13 $199,030 - $226,482
11,251 New
11,251 $221,000

Others Institutions Holding FDUS

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...
More about FDUS
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