Copperwynd Financial, LLC - VIRTUS DIVIDEND INTEREST & P ownership

VIRTUS DIVIDEND INTEREST & P's ticker is NFJ and the CUSIP is 92840R101. A total of 111 filers reported holding VIRTUS DIVIDEND INTEREST & P in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Copperwynd Financial, LLC ownership history of VIRTUS DIVIDEND INTEREST & P
ValueSharesWeighting
Q1 2023$135,722
-18.7%
11,541
-0.8%
0.07%0.0%
Q1 2022$167,000
-2.3%
11,633
+9.1%
0.07%
+6.2%
Q4 2021$171,000
+4.9%
10,660
-1.7%
0.06%
-5.8%
Q2 2021$163,000
-17.3%
10,845
-24.3%
0.07%
-22.5%
Q1 2021$197,00014,3190.09%
Other shareholders
VIRTUS DIVIDEND INTEREST & P shareholders Q1 2021
NameSharesValueWeighting ↓
Shaker Financial Services, LLC 593,273$6,846,0003.33%
Relative Value Partners Group, LLC 1,886,579$24,582,0001.85%
Edmonds Duncan Registered Investment Advisors, LLC 269,442$3,109,0001.07%
1607 Capital Partners, LLC 1,239,028$14,298,0000.98%
Pointe Capital Management LLC 99,304$1,146,0000.85%
Opal Wealth Advisors, LLC 102,841$1,187,0000.78%
Wealth Management Solutions, LLC 118,138$1,363,0000.77%
Cornerstone Advisors, LLC 939,680$10,844,0000.57%
Arete Wealth Advisors, LLC 482,669$5,571,0000.56%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 108,018$1,247,0000.42%
View complete list of VIRTUS DIVIDEND INTEREST & P shareholders