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Next Level Wealth Planning, LLC → ACV
Next Level Wealth Planning, LLC ACV Position History
Virtus Diversified Income & Convertible Fund • Financial Services
Quarters held
1
Latest value
$3K
Q3 2026
Peak value
$3K
First seen
Q3 2026
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3K | 136 | — | — |