CIA
ZTR

Concurrent Investment Advisors’s Virtus Total Return Fund ZTR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$75.3K Buy
12,092
+1,900
+19% +$11.8K ﹤0.01% 1324
2025
Q1
$60.8K Buy
+10,192
New +$60.8K ﹤0.01% 1181