Concurrent Investment Advisors, LLC Virtus Total Return Fund Inc. Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Virtus Total Return Fund Inc. stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 12,092 shares of ZTR stock, worth $75,091. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12,092
Previous 10,192
18.64%
Holding current value
$75,091
Previous $60.8 Million
23.81%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding ZTR
# of Institutions
93Shares Held
14.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.47MShares$9.16 Million0.0% of portfolio
-
Absolute Investment Advisers LLC1.26MShares$7.79 Million0.97% of portfolio
-
Karpus Management, Inc. Pittsford, NY1.16MShares$7.2 Million0.29% of portfolio
-
Guggenheim Capital LLC Chicago, IL1.07MShares$6.63 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.03MShares$6.38 Million0.0% of portfolio
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...