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Virtus Investment Partners shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Virtus Investment Partners (VRTS) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Virtus Investment Partners

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Virtus Investment Partners by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.4k 18 241.78

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Private Wealth Management Group

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