A detailed history of Creative Planning transactions in Virtus Investment Partners, Inc. stock. As of the latest transaction made, Creative Planning holds 2,965 shares of VRTS stock, worth $621,019. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,965
Previous 3,238 8.43%
Holding current value
$621,019
Previous $802,000 16.58%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

SELL
$212.63 - $244.51 $58,047 - $66,751
-273 Reduced 8.43%
2,965 $669,000
Q1 2024

May 10, 2024

BUY
$227.18 - $250.52 $294,652 - $324,924
1,297 Added 66.82%
3,238 $802,000
Q4 2023

Feb 14, 2024

BUY
$170.94 - $247.11 $331,794 - $479,640
1,941 New
1,941 $469,000
Q1 2023

May 15, 2023

BUY
$168.25 - $245.0 $218,052 - $317,520
1,296 New
1,296 $246,000

Others Institutions Holding VRTS

About VIRTUS INVESTMENT PARTNERS, INC.


  • Ticker VRTS
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 7,275,340
  • Market Cap $1.52B
  • 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...
More about VRTS
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