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VIRTUS GLOBAL Multi-sec shares owned by Total Wealth Planning & Management

Quarter-by-quarter ownership of VIRTUS GLOBAL Multi-sec (VGI) shares owned by Total Wealth Planning & Management from 13F filings

Historical chart of Total Wealth Planning & Management investment in VIRTUS GLOBAL Multi-sec

Tip: Access up to 7 years of quarterly data

All positions including VIRTUS GLOBAL Multi-sec held by Total Wealth Planning & Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in VIRTUS GLOBAL Multi-sec by Total Wealth Planning & Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $109k 14k 7.64

More positions owned by Total Wealth Planning & Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Abbvie (ABBV)
Unum (UNM)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Cheniere Energy Com New (LNG)
Home Depot (HD)
Exxon Mobil Corporation (XOM)
Meta Platforms Cl A (META)
Verizon Communications Put Option (VZ)
Alphabet Cap Stk Cl A (GOOGL)
Merck & Co (MRK)

View all positions for Total Wealth Planning & Management

Top funds holding VIRTUS GLOBAL Multi-sec

Sit Investment Associates
Shaker Financial Services
LPL Financial
1607 Capital Partners
Stifel Financial
Raymond James Financial
CoreCap Advisors
Goss Wealth Management
Fiera Capital Corporation
Stephens
Cambridge Investment Research Advisors
Advisor Group Holdings
SeaCrest Wealth Management
Kestra Advisory Services
Cetera Investment Advisers

View all funds holding VIRTUS GLOBAL Multi-sec