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Fidus Invt shares owned by Legacy Capital Wealth Partners

Quarter-by-quarter ownership of Fidus Invt (FDUS) shares owned by Legacy Capital Wealth Partners from 13F filings

Historical chart of Legacy Capital Wealth Partners investment in Fidus Invt

Tip: Access up to 7 years of quarterly data

All positions including Fidus Invt held by Legacy Capital Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidus Invt by Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.4M 71k 19.20
2023-03-31 $1.3M 66k 19.07
2022-12-31 $1.2M 62k 19.03
2022-09-30 $937k 55k 17.18
2022-06-30 $921k 53k 17.45
2022-03-31 $1.1M 53k 20.18

More positions owned by Legacy Capital Wealth Partners

J.B. Hunt Transport Services (JBHT)
Wal-Mart Stores (WMT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Msci Gbl Min Vol (ACWV)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Value Line Divid In SHS (FVD)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
EOG Resources (EOG)
First Tr Exchange-traded Cap Strength Etf (FTCS)

View all positions for Legacy Capital Wealth Partners

Top funds holding Fidus Invt

Van Eck Associates Corp.
Raymond James & Associates
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