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Fidus Invt shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Fidus Invt (FDUS) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Fidus Invt

Tip: Access up to 7 years of quarterly data

All positions including Fidus Invt held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidus Invt by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $212k 11k 19.74
2023-12-31 $211k 11k 19.69
2023-09-30 $205k 11k 19.20

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Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Moment (IMTM)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Alps Etf Tr Smith Core Plus (SMTH)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
Amazon (AMZN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Wealth Enhancement Advisory Services

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