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 1,442 shares of VRTS stock, worth $343,196. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,442
Previous 1,638 11.97%
Holding current value
$343,196
Previous $369,000 18.16%
% of portfolio
0.0%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$192.39 - $245.79 $37,708 - $48,174
-196 Reduced 11.97%
1,442 $302,000
Q1 2024

May 15, 2024

BUY
$227.18 - $250.52 $1,817 - $2,004
8 Added 0.49%
1,638 $406,000
Q2 2023

Aug 15, 2023

BUY
$167.06 - $215.38 $272,307 - $351,069
1,630 New
1,630 $321,000

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 $1.73B
  • 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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