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Fidus Invt shares owned by HB Wealth Management

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

Historical chart of HB Wealth Management investment in Fidus Invt

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidus Invt by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $286k 14k 21.02
2024-09-30 $267k 14k 19.60
2024-06-30 $265k 14k 19.48
2024-03-31 $268k 14k 19.74
2023-12-31 $268k 14k 19.69
2023-09-30 $261k 14k 19.20
2023-06-30 $267k 14k 19.60
2023-03-31 $368k 19k 19.07
2022-12-31 $580k 31k 19.03

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Apple (AAPL)
Home Depot (HD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Tesla Motors (TSLA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
NVIDIA Corporation (NVDA)

View all positions for HB Wealth Management

Top funds holding Fidus Invt

Raymond James Financial
Van Eck Associates Corp.
Raymond James & Associates
Invesco
Raymond James Financial Services Advisors
Cetera Investment Advisers
Envestnet Asset Management
Morgan Stanley
Columbus Macro
Two Sigma Advisers
Legal & General Group
Two Sigma Investments
Advisors Asset Management
Baird Financial
Novare Capital Management

View all funds holding Fidus Invt