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CBH
Virtus Convertible & Income 2024 Target Term Fund
CBH
CBH
Delisted
CBH was delisted on the 26th of August, 2024.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
26
Rockefeller Capital Management
New York
| $101K | – | – | – |
|
| 27 |
27
Envestnet Asset Management
Chicago,
Illinois
| $92.2K | +$91.1K | +10,671 | New |
|
| 28 |
AW
28
Atlas Wealth
Cincinnati,
Ohio
| $89.6K | +$88.5K | +10,365 | New |
|
| 29 |
GWM
29
Geneos Wealth Management
Englewood,
Colorado
| $66.1K | +$59.3K | +6,937 | +978% |
|
| 30 |
NA
30
NewEdge Advisors
New Orleans,
Louisiana
| $25.9K | +$27.3K | +3,200 | New |
|
| 31 |
CA
31
CoreCap Advisors
Southfield,
Michigan
| $21.1K | +$20.8K | +2,440 | New |
|
| 32 |
FIA
32
FNY Investment Advisers
New York
| $5K | +$854 | +100 | +20% |
|
| 33 |
S
33
SignatureFD
Atlanta,
Georgia
| $1.07K | +$17 | +2 | +2% |
|
| 34 |
AAS
34
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$312K | -36,903 | Closed |
|