13F

Position

Creative Planning in Virtus Total Return Fd Inc

Back to the book · All holders of VIRTUS TOTAL RETURN FD INC

Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $7.36K$6.30$6.62

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202524.2K$152.5K0.0%
Q1 202623K$152.2K$6.62$7.36K−$7.66K0.0%