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Virtus Convertible & Inc shares owned by Pinnacle Wealth Planning Services

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

Historical chart of Pinnacle Wealth Planning Services investment in Virtus Convertible & Inc

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Virtus Convertible & Inc by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $58k 4.2k 13.78

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View all positions for Pinnacle Wealth Planning Services

Top funds holding Virtus Convertible & Inc

Advisors Asset Management
Penserra Capital Management
Congress Park Capital
Cohen & Steers Capital Management
LPL Financial
Guggenheim Capital, LLC Managers
Prevail Innovative Wealth Advisors
Advisor Group Holdings
Envestnet Asset Management
Park Avenue Securities
Oppenheimer & Co
Wealth Enhancement Advisory Services
Raymond James Financial
Susquehanna International
Invesco

View all funds holding Virtus Convertible & Inc