SAM
ZTR

Synergy Asset Management’s Virtus Total Return Fund ZTR Stock Holding History

Synergy Asset Management’s Portfolio ZTR Stock Details ZTR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,500
Closed -$9.3K – 894
2024
Q4 		$9.3K Buy
+1,500
New +$9.3K ﹤0.01% 482