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NCZNCZ
6 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in VIRTUS CONVERTIBLE & INC FD

LPL Financial LLC holds 303,708 shares of NCZ (VIRTUS CONVERTIBLE & INC FD), worth $4.8M as of 2026-Q2. The position was decreased (-2.1% shares). NCZ represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$4.8M

Current Shares

303,708

Total Value Change

+$2.8M

Total Shares Change

+131,250

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
303,708
-2.1%
$4.8M0.0%$15.66
0
2026-Q1
Increased
310,160
+14.7%
$4.2M0.0%$14.55
31
2025-Q4
Increased
270,520
+20.7%
$3.7M0.0%$13.73
32
2025-Q3
Increased
224,132
+14.3%
$3.1M0.0%$13.10
30
2025-Q2
Increased
196,083
+13.7%
$2.5M0.0%$11.82
30
2025-Q1
New
172,458
-
$2M0.0%$10.49
36

Other major holders of NCZ: MORGAN STANLEY

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