Cornerstone Wealth Management, LLC Fidus Investment Corp Transaction History
Cornerstone Wealth Management, LLC
- $1.43 Billion
- Q1 2025
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 25,208 shares of FDUS stock, worth $467,608. This represents 0.04% of its overall portfolio holdings.
Number of Shares
25,208
Previous 21,426
17.65%
Holding current value
$467,608
Previous $450,000
14.0%
% of portfolio
0.04%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding FDUS
# of Institutions
125Shares Held
9.04MCall Options Held
28.5KPut Options Held
11.2K-
Raymond James Financial Inc St. Petersburg, FL977KShares$18.1 Million0.01% of portfolio
-
Van Eck Associates Corp819KShares$15.2 Million0.02% of portfolio
-
Raymond James & Associates St Petersburg, FL547KShares$10.2 Million0.01% of portfolio
-
Invesco Ltd. Atlanta, GA540KShares$10 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL399KShares$7.4 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...