A detailed history of Beverly Hills Private Wealth, LLC transactions in Virtus Total Return Fund Inc. stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 83,446 shares of ZTR stock, worth $542,399. This represents 0.09% of its overall portfolio holdings.

Number of Shares
83,446
Previous 47,904 74.19%
Holding current value
$542,399
Previous $298 Million 80.34%
% of portfolio
0.09%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025

BUY
$6.08 - $6.45 $216,095 - $229,245
35,542 Added 74.19%
83,446 $538 Million
Q2 2025

Jul 29, 2025

BUY
$5.33 - $6.23 $5,148 - $6,018
966 Added 2.06%
47,904 $298 Million
Q1 2025

Apr 29, 2025

BUY
$5.67 - $6.1 $266,138 - $286,321
46,938 New
46,938 $280 Million

Others Institutions Holding ZTR

About Virtus Total Return Fund Inc.


  • Ticker ZTR
  • Exchange NYSE
  • Sector Financial
  • Industry Closed-End Fund - Equity
  • Description
  • Virtus Global Dividend & Income Fund Inc. is a closed-ended balanced mutual fund launched by Virtus Investment Partners, Inc. The fund is co-managed by Virtus Investment Advisers, Inc., Kayne Anderson Rudnick Investment Management LLC and Newfleet Asset Management, LLC. It invests in the public equity and fixed income markets of the United S...
More about ZTR
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