Summit Financial, LLC VIRTUS CONVERTIBLE & INCOME Transaction History

Summit Financial, LLC

  • $6 Billion
  • Q3 2025
Number of Shares
125,259
Previous 104,944 19.36%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
BUY
N/A
20,315 Added 19.36%
125,259 $0
Q2 2025

Aug 13, 2025
BUY
N/A
104,944 New
104,944 $0
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