A detailed history of Legacy Capital Wealth Partners, LLC transactions in Fidus Investment Corp stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 74,719 shares of FDUS stock, worth $1.55 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
74,719
Previous 78,060 4.28%
Holding current value
$1.55 Million
Previous $1.52 Million 3.68%
% of portfolio
0.26%
Previous 0.4%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
$18.76 - $20.34 $62,677 - $67,955
-3,341 Reduced 4.28%
74,719 $1.46 Million
Q2 2024

Aug 01, 2024

BUY
$19.26 - $20.47 $1.5 Million - $1.6 Million
78,060 New
78,060 $1.52 Million
Q4 2023

Feb 05, 2024

BUY
$17.69 - $20.13 $132,551 - $150,834
7,493 Added 10.51%
78,763 $1.55 Million
Q3 2023

Oct 16, 2023

BUY
$18.8 - $20.98 $1.34 Million - $1.5 Million
71,270 New
71,270 $1.37 Million
Q1 2023

May 10, 2023

BUY
$18.29 - $20.9 $62,899 - $71,875
3,439 Added 5.52%
65,743 $1.25 Million
Q4 2022

Feb 09, 2023

BUY
$16.88 - $21.24 $130,971 - $164,801
7,759 Added 14.22%
62,304 $1.19 Million
Q3 2022

Nov 14, 2022

BUY
$16.92 - $20.62 $29,982 - $36,538
1,772 Added 3.36%
54,545 $937,000
Q2 2022

Aug 12, 2022

SELL
$16.61 - $20.94 $2,591 - $3,266
-156 Reduced 0.29%
52,773 $921,000
Q1 2022

May 16, 2022

BUY
$17.02 - $20.52 $900,851 - $1.09 Million
52,929 New
52,929 $1.07 Million

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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