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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 |
CL
26
CSS LLC
Chicago,
Illinois
| $120K | +$119K | +13,659 | New |
|
| 27 |
PVI
27
Pine Valley Investments
Marlton,
New Jersey
| $118K | – | – | – |
|
| 28 |
28
Invesco
Atlanta,
Georgia
| $102K | +$3.89K | +447 | +4% |
|
| 29 |
OFG
29
OmniStar Financial Group
Wilmington,
North Carolina
| $97.2K | +$96.4K | +11,074 | New |
|
| 30 |
30
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $94K | – | – | – |
|
| 31 |
SPIA
31
Steward Partners Investment Advisory
New York
| $92.9K | -$43.3K | -4,973 | -32% |
|
| 32 |
GWM
32
Geneos Wealth Management
Englewood,
Colorado
| $67.1K | – | – | – |
|
| 33 |
33
Osaic Holdings
Scottsdale,
Arizona
| $11.5K | +$6.28K | +721 | +123% |
|
| 34 |
KHC
34
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
| $8.78K | +$8.71K | +1,000 | New |
|
| 35 |
35
JP Morgan Chase
New York
| $5.82K | +$5.77K | +663 | New |
|
| 36 |
FIA
36
FNY Investment Advisers
New York
| $5K | – | – | – |
|
| 37 |
NA
37
NewEdge Advisors
New Orleans,
Louisiana
| $1.83K | – | – | – |
|
| 38 |
S
38
SignatureFD
Atlanta,
Georgia
| $1.16K | +$17 | +2 | +2% |
|
| 39 |
39
Rockefeller Capital Management
New York
| – | -$101K | -11,750 | Closed |
|