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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
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $111K | – | – | – |
|
| 27 |
27
Rockefeller Capital Management
New York
| $101K | – | – | – |
|
| 28 |
AW
28
Atlas Wealth
Cincinnati,
Ohio
| $89.3K | – | – | – |
|
| 29 |
GWM
29
Geneos Wealth Management
Englewood,
Colorado
| $65.9K | – | – | – |
|
| 30 |
30
Osaic Holdings
Scottsdale,
Arizona
| $5.04K | +$5.18K | +585 | New |
|
| 31 |
FIA
31
FNY Investment Advisers
New York
| $5K | – | – | – |
|
| 32 |
NA
32
NewEdge Advisors
New Orleans,
Louisiana
| $1.77K | -$26.5K | -2,995 | -94% |
|
| 33 |
S
33
SignatureFD
Atlanta,
Georgia
| $1.1K | +$35 | +4 | +3% |
|
| 34 |
34
Envestnet Asset Management
Chicago,
Illinois
| – | -$92.2K | -10,671 | Closed |
|
| 35 |
PVI
35
Pine Valley Investments
Marlton,
New Jersey
| – | +$119K | +13,451 | New |
|