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Virtus Terranova shares owned by Synergy Financial Management

Quarter-by-quarter ownership of Virtus Terranova (JOET) shares owned by Synergy Financial Management from 13F filings

Historical chart of Synergy Financial Management investment in Virtus Terranova

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All positions including Virtus Terranova held by Synergy Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus Terranova by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 41k 36.78

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Top funds holding Virtus Terranova

Wells Fargo & Company
Financial Enhancement
Goss Wealth Management
LPL Financial
Total Clarity Wealth Management
Morgan Stanley
Empirical Asset Management
Institute For Wealth Management
Synergy Financial Management
Palumbo Wealth Management
Susquehanna International
Goldman Sachs Group
Raymond James & Associates
Grassi Investment Management
Harbour Investments

View all funds holding Virtus Terranova