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Virtus Convertible & Inc shares owned by Root Financial Partners

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

Historical chart of Root Financial Partners investment in Virtus Convertible & Inc

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Virtus Convertible & Inc by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.1k 231 13.41

More positions owned by Root Financial Partners

Dimensional U.s. Equity Market Etf Etf (DFUS)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional Us Large Cap Value Etf Etf (DFLV)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Vanguard Growth Etf Etf (VUG)
Dimensional Us Real Estate Etf Etf (DFAR)
Dimensional Us High Profitability Etf Etf (DUHP)
Dimensional International Value Etf Etf (DFIV)
Nvidia Corporation Stock (NVDA)
Vanguard Total Stock Market Etf Etf (VTI)
Dimensional International Small Cap Etf Etf (DFIS)

View all positions for Root Financial Partners

Top funds holding Virtus Convertible & Inc

Morgan Stanley
Advisors Asset Management
Congress Park Capital
Saba Capital Management
Penserra Capital Management
LPL Financial
Cohen & Steers Capital Management
Guggenheim Capital, LLC Managers
Advisor Group Holdings
Envestnet Asset Management
Park Avenue Securities
Oppenheimer & Co
Royal Bank of Canada
Raymond James Financial
Private Advisor

View all funds holding Virtus Convertible & Inc