A detailed history of Iht Wealth Management, LLC transactions in Fidus Investment Corp stock. As of the latest transaction made, Iht Wealth Management, LLC holds 47,037 shares of FDUS stock, worth $916,280. This represents 0.04% of its overall portfolio holdings.

Number of Shares
47,037
Previous 39,579 18.84%
Holding current value
$916,280
Previous $779,000 19.13%
% of portfolio
0.04%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$18.79 - $20.04 $140,135 - $149,458
7,458 Added 18.84%
47,037 $928,000
Q4 2023

Feb 14, 2024

BUY
$17.69 - $20.13 $39,201 - $44,608
2,216 Added 5.93%
39,579 $779,000
Q3 2023

Nov 14, 2023

BUY
$18.8 - $20.98 $363,084 - $405,186
19,313 Added 107.0%
37,363 $717,000
Q2 2023

Aug 14, 2023

BUY
$18.1 - $20.08 $28,398 - $31,505
1,569 Added 9.52%
18,050 $353,000
Q1 2023

May 15, 2023

BUY
$18.29 - $20.9 $31,531 - $36,031
1,724 Added 11.68%
16,481 $314,000
Q4 2022

Feb 14, 2023

BUY
$16.88 - $21.24 $58,809 - $74,000
3,484 Added 30.91%
14,757 $280,000
Q3 2022

Nov 22, 2022

BUY
$16.92 - $20.62 $190,739 - $232,449
11,273 New
11,273 $194,000

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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