Ever Source Wealth Advisors, LLC Virtus Investment Partners, Inc. Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Virtus Investment Partners, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 19 shares of VRTS stock, worth $4,437. This represents 0.0% of its overall portfolio holdings.
Number of Shares
19
Previous 21
9.52%
Holding current value
$4,437
Previous $4,000
25.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding VRTS
# of Institutions
235Shares Held
5.53MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.06MShares$247 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA901KShares$210 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX325KShares$75.9 Million0.02% of portfolio
-
State Street Corp Boston, MA297KShares$69.4 Million0.0% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA256KShares$59.7 Million0.01% of portfolio
About VIRTUS INVESTMENT PARTNERS, INC.
- Ticker VRTS
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 7,275,340
- Market Cap $1.7B
- 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...