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Fidus Invt shares owned by Cornerstone Wealth Management

Quarter-by-quarter ownership of Fidus Invt (FDUS) shares owned by Cornerstone Wealth Management from 13F filings

Historical chart of Cornerstone Wealth Management investment in Fidus Invt

Tip: Access up to 7 years of quarterly data

All positions including Fidus Invt held by Cornerstone Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidus Invt by Cornerstone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $315k 16k 19.74
2023-12-31 $222k 11k 19.69

More positions owned by Cornerstone Wealth Management

Apple (AAPL)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)
NVIDIA Corporation (NVDA)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Pacer Us Small (CALF)
Procter & Gamble Company (PG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Cornerstone Wealth Management

Top funds holding Fidus Invt

Raymond James & Associates
Van Eck Associates Corp.
Two Sigma Investments
Raymond James Financial Services Advisors
Two Sigma Advisers
Millennium Management
Citadel Advisors
Advisors Asset Management
Legal & General Group
Novare Capital Management
PFG Advisors
Davis Investment Partners
Connor, Clark & Lunn Investment Management
MGB Wealth Management
GraniteShares Advisors

View all funds holding Fidus Invt