A detailed history of Hb Wealth Management, LLC transactions in Fidus Investment Corp stock. As of the latest transaction made, Hb Wealth Management, LLC holds 13,599 shares of FDUS stock, worth $281,363. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,599
Previous 13,599 -0.0%
Holding current value
$281,363
Previous $264,000 0.76%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 13, 2023

SELL
$18.1 - $20.08 $103,170 - $114,455
-5,700 Reduced 29.54%
13,599 $266,000
Q1 2023

Apr 13, 2023

SELL
$18.29 - $20.9 $204,171 - $233,306
-11,163 Reduced 36.65%
19,299 $368,000
Q4 2022

Jan 20, 2023

BUY
$16.88 - $21.24 $514,198 - $647,012
30,462 New
30,462 $0

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
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.