Jones Financial Companies
VPC icon

Jones Financial Companies’s Virtus Private Credit Strategy ETF VPC Stock Holding History

Jones Financial Companies’s Portfolio VPC Stock Details VPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-646
Closed -$14.6K – 3122
2024
Q2 		$14.6K Buy
+646
New +$14.7K ﹤0.01% 1641

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DIM
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Mercer Global Advisors
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AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jones Financial Companies's VPC Position: Q3 2024 in Review

Jones Financial Companies sold out of Virtus Private Credit Strategy ETF (VPC) in Q3 2024, closing a stake of 646 shares — an estimated $14.6K sold.

Jones Financial Companies first reported a position in VPC in Q2 2024 and held it in 1 quarter. The position peaked at $14.6K in Q2 2024. 25 funds tracked by Wall St. Rank hold VPC as of Q3 2024.

  • Jones Financial Companies reported no remaining Virtus Private Credit Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • Jones Financial Companies sold 646 Virtus Private Credit Strategy ETF shares in Q3 2024, an estimated $14.6K.
  • Jones Financial Companies first reported a position in Virtus Private Credit Strategy ETF in Q2 2024 and held it in 1 quarter.
  • Jones Financial Companies's Virtus Private Credit Strategy ETF position peaked at $14.6K in Q2 2024.
  • 25 funds tracked by Wall St. Rank held Virtus Private Credit Strategy ETF as of Q3 2024.

Based on Jones Financial Companies's 13F filing for Q3 2024, filed 12 Nov 2024.