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Virtus Equity Tr Small Cap Sustain Cl I mutual fund shares owned by Redwood Wealth Management Group

Quarter-by-quarter ownership of Virtus Equity Tr Small Cap Sustain Cl I mutual fund (PXSGX) shares owned by Redwood Wealth Management Group from 13F filings

Historical chart of Redwood Wealth Management Group investment in Virtus Equity Tr Small Cap Sustain Cl I mutual fund

Tip: Access up to 7 years of quarterly data

All positions including Virtus Equity Tr Small Cap Sustain Cl I mutual fund held by Redwood Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus Equity Tr Small Cap Sustain Cl I mutual fund by Redwood Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $839k 23k 36.34

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Schwab Value Advantage Money Investor Shares MMN (SWVXX)
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Hon Hai Precision Ordf Ufo (HNHAF)
Microsoft Corporation (MSFT)
International Business Machines (IBM)
Apple (AAPL)
Schwab Value Advantage Money Ultra Shares MMN (SNAXX)
Ishares S&p 500 Growth Etf Uie (IVW)
Ishares Core S&p 500 Etf Uie (IVV)
NVIDIA Corporation (NVDA)
Ishares Russell 2000 Etf Uie (IWM)
Energy Transfer MLP (ET)
Fidelity Advisor Growth Opps I MFC (FAGCX)
Broadcom (AVGO)
Spdr S&p Dividend Etf Uie (SDY)

View all positions for Redwood Wealth Management Group

Top funds holding Virtus Equity Tr Small Cap Sustain Cl I mutual fund

Fulton Bank, NA
Redwood Wealth Management Group

View all funds holding Virtus Equity Tr Small Cap Sustain Cl I mutual fund