Prevail Innovative Wealth Advisors, LLC VIRTUS CONVERTIBLE & INC FD Transaction History

Prevail Innovative Wealth Advisors, LLC

  • $515 Billion
  • Q3 2025
Number of Shares
121,010
Previous 99,500 21.62%
Holding current value
$1.66 Billion
Previous $1.28 Billion 29.57%
% of portfolio
0.32%
Previous 0.29%

Shares

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

Nov 13, 2025
BUY
N/A
21,510 Added 21.62%
121,010 $1.66 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
99,500 New
99,500 $1.28 Billion
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