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Virtus Convertible & Inc shares owned by Rsm Us Wealth Management

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

Historical chart of Rsm Us Wealth Management investment in Virtus Convertible & Inc

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Virtus Convertible & Inc by Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $199k 15k 13.68
2025-06-30 $210k 16k 12.84
2025-03-31 $211k 18k 11.56

More positions owned by Rsm Us Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Bank of America Corporation (BAC)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)

View all positions for Rsm Us 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