True Wealth Design, LLC Virtus Investment Partners, Inc. Transaction History
True Wealth Design, LLC
- $284 Billion
- Q2 2025
A detailed history of True Wealth Design, LLC transactions in Virtus Investment Partners, Inc. stock. As of the latest transaction made, True Wealth Design, LLC holds 30 shares of VRTS stock, worth $5,823. This represents 0.0% of its overall portfolio holdings.
Number of Shares
30
Previous 5
500.0%
Holding current value
$5,823
Previous $862,000
531.32%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding VRTS
# of Institutions
254Shares Held
5.54MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.06MShares$205 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA870KShares$169 Million0.0% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA305KShares$59.1 Million0.01% of portfolio
-
Dimensional Fund Advisors LP Austin, TX301KShares$58.4 Million0.01% of portfolio
-
State Street Corp Boston, MA289KShares$56 Million0.0% of portfolio
About VIRTUS INVESTMENT PARTNERS, INC.
- Ticker VRTS
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 7,275,340
- Market Cap $1.41B
- Description
- Virtus Investment Partners, Inc. is a publicly owned investment manager. The firm primarily provides its services to individual and institutional clients. It launches separate client focused equity and fixed income portfolios. The firm launches equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity, fixe...