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Walled Lake Planning & Wealth Management »

Virtus Convertible & Inc shares owned by Walled Lake Planning & Wealth Management

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

Historical chart of Walled Lake Planning & Wealth Management investment in Virtus Convertible & Inc

Tip: Access up to 7 years of quarterly data

All positions including Virtus Convertible & Inc held by Walled Lake Planning & 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 Walled Lake Planning & Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$213k	16k	13.41

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View all positions for Walled Lake Planning & Wealth Management

Top funds holding Virtus Convertible & Inc

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LPL Financial

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Park Avenue Securities

Oppenheimer & Co

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View all funds holding Virtus Convertible & Inc

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