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Virtus Convertible & Inc shares owned by Newbridge Financial Services Group

Quarter-by-quarter ownership of Virtus Convertible & Inc (NCZ) shares owned by Newbridge Financial Services Group from 13F filings

Historical chart of Newbridge Financial Services Group investment in Virtus Convertible & Inc

Tip: Access up to 7 years of quarterly data

All positions including Virtus Convertible & Inc held by Newbridge Financial Services Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus Convertible & Inc by Newbridge Financial Services Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $10k 750 13.68
2025-06-30 $9.6k 750 12.84

More positions owned by Newbridge Financial Services Group

NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Palantir Technologies Cl A (PLTR)
Broadcom (AVGO)
Vaneck Etf Trust Semiconductr Etf (SMH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl C (GOOG)
Crowdstrike Hldgs Cl A (CRWD)
Tesla Motors (TSLA)
Ishares Tr Core S&p500 Etf (IVV)
Oracle Corporation (ORCL)
Select Sector Spdr Tr Technology (XLK)

View all positions for Newbridge Financial Services Group

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