High Mark Wealth Management LLC VIRTUS CONVERTIBLE &INC FD Transaction History

High Mark Wealth Management LLC

  • $217 Million
  • Q3 2025
Number of Shares
748
Previous 1,303 42.59%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
N/A
-555 Reduced 42.59%
748 $0
Q2 2025

Jul 21, 2025
BUY
N/A
38 Added 3.0%
1,303 $0
Q1 2025

Apr 23, 2025
BUY
N/A
1,265 New
1,265 $0
Track This Portfolio

Track High Mark Wealth Management LLC Portfolio

Follow High Mark Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of High Mark Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on High Mark Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email