Integrated Wealth Concepts LLC Virtus Investment Partners, Inc. Transaction History
Integrated Wealth Concepts LLC
- $9.24 Billion
- Q2 2025
A detailed history of Integrated Wealth Concepts LLC transactions in Virtus Investment Partners, Inc. stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 2,131 shares of VRTS stock, worth $349,270. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,131
Previous 1,448
47.17%
Holding current value
$349,270
Previous $249,000
55.02%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding VRTS
# of Institutions
247Shares Held
5.76MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.06MShares$173 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA847KShares$139 Million0.0% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA297KShares$48.7 Million0.01% of portfolio
-
Dimensional Fund Advisors LP Austin, TX290KShares$47.6 Million0.01% of portfolio
-
State Street Corp Boston, MA282KShares$46.2 Million0.0% of portfolio
About VIRTUS INVESTMENT PARTNERS, INC.
- Ticker VRTS
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 7,275,340
- Market Cap $1.19B
- 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...