A detailed history of Berry Wealth Group, LP transactions in Virtus Dividend, Interest & Premium Strategy Fund stock. As of the latest transaction made, Berry Wealth Group, LP holds 11,008 shares of NFJ stock, worth $129,894. This represents 0.1% of its overall portfolio holdings.

Number of Shares
11,008
Previous 10,777 2.14%
Holding current value
$129,894
Previous $136 Million 1.9%
% of portfolio
0.1%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025

BUY
$11.85 - $13.1 $2,737 - $3,026
231 Added 2.14%
11,008 $134 Million
Q4 2024

Jan 24, 2025

BUY
$12.16 - $13.26 $2,614 - $2,850
215 Added 2.04%
10,777 $136 Million
Q3 2024

Oct 21, 2024

BUY
$12.0 - $13.08 $2,508 - $2,733
209 Added 2.02%
10,562 $138 Million
Q2 2024

Jul 31, 2024

BUY
$11.75 - $12.63 $2,314 - $2,488
197 Added 1.94%
10,353 $127 Million
Q1 2024

Apr 22, 2024

BUY
$12.14 - $12.78 $123,293 - $129,793
10,156 New
10,156 $130 Million

Others Institutions Holding NFJ

About Virtus Dividend, Interest & Premium Strategy Fund


  • Ticker NFJ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • AllianzGI NFJ Dividend, Interest & Premium Strategy Fund is a closed ended equity mutual fund launched and managed by Allianz Global Investors Fund Management LLC. The fund is co-managed by Allianz Global Investors U.S. LLC and NFJ Investment Group LLC. It invests in public equity markets of the United States. The fund invests in the stocks ...
More about NFJ
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