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Virtus Convertible & Inc shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Virtus Convertible & Inc (NCZ) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Virtus Convertible & Inc

Tip: Access up to 7 years of quarterly data

All positions including Virtus Convertible & Inc held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus Convertible & Inc by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.6k 700 13.68
2025-06-30 $9.0k 700 12.84
2025-03-31 $8.1k 700 11.56

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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