True Private Wealth Advisors Fidus Investment Corp Transaction History

True Private Wealth Advisors

$799 Million
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 07, 2020	SELL	$5.36 - $11.02 $8,040 - $16,530	-1,500 Closed	0 $0
Q4 2019 Jan 27, 2020	BUY	$14.17 - $16.06 $21,255 - $24,089	1,500 New	1,500 $22,000
Q3 2019 Oct 09, 2019	SELL	$14.49 - $16.33 $21,735 - $24,494	-1,500 Closed	0 $0
Q2 2019 Aug 01, 2019	BUY	$15.33 - $16.47 $22,995 - $24,705	1,500 New	1,500 $23,000

Others Institutions Holding FDUS

# of Institutions

118

Shares Held

7.72M

Call Options Held

65.8K

Put Options Held

10K

Van Eck Associates Corp

809K
Shares

$16.6 Million
0.02% of portfolio
Invesco Ltd. Atlanta, GA

605K
Shares

$12.4 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

547K
Shares

$11.2 Million
0.01% of portfolio
Morgan Stanley New York, NY

447K
Shares

$9.15 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

399K
Shares

$8.17 Million
0.01% 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...

More about FDUS

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