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Virtus Convertible & Inc shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Virtus Convertible & Inc (NCZ) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management investment in Virtus Convertible & Inc

Tip: Access up to 7 years of quarterly data

All positions including Virtus Convertible & Inc held by Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus Convertible & Inc by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0k 149 13.68
2025-06-30 $1.9k 149 12.84
2025-03-31 $1.7k 149 11.56

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Apple Stock (AAPL)
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View all positions for Blue Bell Private Wealth Management

Top funds holding Virtus Convertible & Inc

Morgan Stanley
Advisors Asset Management
Penserra Capital Management
Congress Park Capital
Cohen & Steers Capital Management
LPL Financial
Advisor Group Holdings
Guggenheim Capital, LLC Managers
Prevail Innovative Wealth Advisors
Oppenheimer & Co
Invesco
Envestnet Asset Management
Park Avenue Securities
Royal Bank of Canada
Wealth Enhancement Advisory Services

View all funds holding Virtus Convertible & Inc