HighMark Wealth Management »

Virtus Convertible & Inc shares owned by HighMark Wealth Management

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

Historical chart of HighMark Wealth Management investment in Virtus Convertible & Inc

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Virtus Convertible & Inc by HighMark Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $10k 748 13.68
2025-06-30 $17k 1.3k 12.84
2025-03-31 $15k 1.3k 11.56

More positions owned by HighMark Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Us Vlu (IUSV)
Wells Fargo & Company (WFC)
Performant Finl (PHLT)
Centessa Pharmaceuticals Sponsored Ads (CNTA)
Anaptysbio Inc Common (ANAB)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
Ishares Tr Core S&p Mcp Etf (IJH)
Axogen (AXGN)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Neogenomics Com New (NEO)

View all positions for HighMark 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