Total Wealth Planning & Management, Inc. VIRTUS CONVERTIBLE & INCOME Transaction History

Total Wealth Planning & Management, Inc.

  • $124 Billion
  • Q2 2025
Number of Shares
20,217
Holding current value
$287 Million
% of portfolio
0.23%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
N/A
20,217 New
20,217 $287 Million
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