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Virtus Equity & Convertible Income Fund

名前 保有額 取引額 株数
増減
保有比率の
変化
Keystone Financial Group (Kentucky)
26
Keystone Financial Group (Kentucky)
Kentucky
$128万 +$2.78万 +1,070 +2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$124万 -$4.99万 -1,921 -4%
First Trust Advisors
28
First Trust Advisors
Illinois
$119万 +$27.4万 +10,543 +31%
Logan Stone Capital
29
Logan Stone Capital
Illinois
$117万 +$113万 +43,459 新規
Integrated Wealth Concepts
30
Integrated Wealth Concepts
Massachusetts
$116万 +$3,146 +121 +0.3%
Kestra Advisory Services
31
Kestra Advisory Services
Texas
$109万 +$5.52万 +2,124 +6%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$107万 – – –
Ameriprise
33
Ameriprise
Minnesota
$95.9万 -$22万 -8,466 -19%
Stolper & Co
34
Stolper & Co
Oklahoma
$92.5万 -$8.5万 -3,270 -9%
Prospera Financial Services
35
Prospera Financial Services
Texas
$89.2万 -$1,092 -42 -0.1%
PMG Family Office
36
PMG Family Office
Texas
$87万 +$1.68万 +645 +2%
Steward Partners Investment Advisory
37
Steward Partners Investment Advisory
New York
$83.3万 -$6,499 -250 -0.8%
CWM
38
Cornerstone Wealth Management
Missouri
$81.4万 +$6.49万 +2,497 +9%
Stifel Financial
39
Stifel Financial
Missouri
$78.7万 -$7.84万 -3,015 -9%
Rothschild Investment LLC
40
Rothschild Investment LLC
Illinois
$77.9万 – – –
Allworth Financial
41
Allworth Financial
California
$75.6万 -$1.29万 -496 -2%
David J. Yvars Group
42
David J. Yvars Group
Florida
$69万 +$13.1万 +5,045 +24%
Level Four Advisory Services
43
Level Four Advisory Services
Texas
$68.8万 +$1.14万 +439 +2%
Wedbush Securities
44
Wedbush Securities
California
$68.6万 +$234 +9 +0%
Concurrent Investment Advisors
45
Concurrent Investment Advisors
Florida
$65.2万 +$8,397 +323 +1%
Miller Financial Services
46
Miller Financial Services
Michigan
$62.3万 +$60.3万 +23,200 新規
Blue Bell Private Wealth Management
47
Blue Bell Private Wealth Management
Pennsylvania
$57.9万 +$29.9万 +11,491 +114%
Centurion Wealth Management
48
Centurion Wealth Management
Virginia
$57.8万 – – –
Truist Financial
49
Truist Financial
North Carolina
$52.6万 -$1.21万 -466 -2%
Readystate Asset Management
50
Readystate Asset Management
Illinois
$47.3万 +$45.7万 +17,594 新規