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Virtus Investment Partners shares owned by Carolina Wealth Advisors

Quarter-by-quarter ownership of Virtus Investment Partners (VRTS) shares owned by Carolina Wealth Advisors from 13F filings

Historical chart of Carolina Wealth Advisors investment in Virtus Investment Partners

Tip: Access up to 7 years of quarterly data

All positions including Virtus Investment Partners held by Carolina Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus Investment Partners by Carolina Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $14k 56 247.96

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View all positions for Carolina Wealth Advisors

Top funds holding Virtus Investment Partners

Vanguard Group
Dimensional Fund Advisors
Royal Bank of Canada
WCM Investment Management
Victory Capital Management
Bank of New York Mellon
Charles Schwab Investment Management
Brown Advisory Holdings Incorporated
Jpmorgan Chase & Co
T. Rowe Price Associates
Fisher Investments
Norges Bank Investment Management
Hotchkis and Wiley Capital Management
Principal Financial Group
Man Group

View all funds holding Virtus Investment Partners