BHPW
ZTR

Beverly Hills Private Wealth’s Virtus Total Return Fund ZTR Stock Holding History

Beverly Hills Private Wealth’s Portfolio ZTR Stock Details ZTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$298K Buy
47,904
+966
+2% +$6.02K 0.06% 267
2025
Q1 		$280K Buy
+46,938
New +$280K 0.06% 280