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HB Wealth Management, LLC → NCV-PA
HB Wealth Management, LLC NCV-PA Position History
Virtus Convertible & Income Fund
Quarters held
1
Latest value
$756K
Q3 2026
Peak value
$756K
First seen
Q3 2026
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $756K | 50.0K | — | — |
Other funds holding NCV-PA
$16.3M
$16.2M
$15.7M
$15.3M
$13.8M