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Virtus Convertible & Income shares owned by Total Wealth Planning & Management

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

Historical chart of Total Wealth Planning & Management investment in Virtus Convertible & Income

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Virtus Convertible & Income by Total Wealth Planning & Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $287k 20k 14.20

More positions owned by Total Wealth Planning & Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Abbvie (ABBV)
Unum (UNM)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Cheniere Energy Com New (LNG)
Home Depot (HD)
Exxon Mobil Corporation (XOM)
Meta Platforms Cl A (META)
Verizon Communications Put Option (VZ)
Alphabet Cap Stk Cl A (GOOGL)
Merck & Co (MRK)

View all positions for Total Wealth Planning & Management

Top funds holding Virtus Convertible & Income

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

View all funds holding Virtus Convertible & Income