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Virtus Convertible & Inc shares owned by Crews Bank & Trust

Quarter-by-quarter ownership of Virtus Convertible & Inc (NCZ) shares owned by Crews Bank & Trust from 13F filings

Historical chart of Crews Bank & Trust investment in Virtus Convertible & Inc

Tip: Access up to 7 years of quarterly data

All positions including Virtus Convertible & Inc held by Crews Bank & Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus Convertible & Inc by Crews Bank & Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $17k 1.3k 13.68
2025-06-30 $16k 1.3k 12.84
2025-03-31 $15k 1.3k 11.56

More positions owned by Crews Bank & Trust

SPDR DJ Wilshire Large Cap (SPLG)
Ishares Tr 0-5yr invt gr cp (SLQD)
Vanguard Dividend Appreciation ETF (VIG)
Vanguard High Dividend Yield ETF (VYM)
Vanguard Growth ETF (VUG)
Spdr Ser Tr spdr russel 2000 (SPSM)
SPDR Barclay Cp Intr Trm Cr Bd (SPIB)
SPDR DJ Wilshire Mid Cap (SPMD)
Apple (AAPL)
Vanguard Intermediate Tm Cpte Bd ETF (VCIT)
Microsoft Corporation (MSFT)
Invesco S&p 500 Equal Weight Etf (RSP)
Ishares Inc cmn (EUSA)
Vanguard Short-Term Bond ETF (BSV)
Technology SPDR (XLK)

View all positions for Crews Bank & Trust

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