Cornerstone Wealth Management, LLC Fidus Investment Corp Transaction History
Cornerstone Wealth Management, LLC
- $1.39 Billion
- Q3 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 19,437 shares of FDUS stock, worth $402,151. This represents 0.03% of its overall portfolio holdings.
Number of Shares
19,437
Previous 17,599
10.44%
Holding current value
$402,151
Previous $342,000
11.11%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding FDUS
# of Institutions
117Shares Held
7.72MCall Options Held
65.8KPut Options Held
10K-
Van Eck Associates Corp809KShares$16.7 Million0.02% of portfolio
-
Invesco Ltd. Atlanta, GA605KShares$12.5 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL547KShares$11.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY447KShares$9.24 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL399KShares$8.25 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...