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Virtus Convertible & Income shares owned by Rsm Us Wealth Management

Quarter-by-quarter ownership of Virtus Convertible & Income (NCV) shares owned by Rsm Us Wealth Management from 13F filings

Historical chart of Rsm Us Wealth Management investment in Virtus Convertible & Income

Tip: Access up to 7 years of quarterly data

All positions including Virtus Convertible & Income held by Rsm Us Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus Convertible & Income by Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $501k 33k 15.35
2025-06-30 $162k 11k 14.20
2025-03-31 $177k 14k 12.93

More positions owned by Rsm Us Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Bank of America Corporation (BAC)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)

View all positions for Rsm Us Wealth Management

Top funds holding Virtus Convertible & Income

Congress Park Capital
Advisors Asset Management
Penserra Capital Management
LPL Financial
Guggenheim Capital, LLC Managers
Envestnet Asset Management
Ameriprise Financial
Thomas J. Herzfeld Advisors
Wolverine Asset Management
Private Advisor
Summit Financial
Advisor Group Holdings
WNY Asset Management
Park Avenue Securities
Goss Wealth Management

View all funds holding Virtus Convertible & Income