Stock Transactions — VIRTUS STONE HBR EMRG MKTS I

Total Bought
303,915
13 transactions
Total Sold
279,866
14 transactions
Net
+24,049
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
WOLVERINE ASSET MANAGEMENT LLC090,485+90,4850.000.01+0.01buy
J.W. COLE ADVISORS, INC.174,254260,674+86,4200.040.05+0.01buy
Kestra Advisory Services, LLC177,524221,557+44,0330.010.01+0.00buy
Arlington Capital Management, Inc.030,395+30,3950.000.10+0.10buy
Naviter Wealth, LLC018,608+18,6080.000.01+0.01buy
One Capital Management, LLC011,735+11,7350.000.00+0.00buy
Atria Wealth Solutions, Inc.011,200+11,2000.000.00+0.00buy
CREATIVE FINANCIAL DESIGNS INC /ADV12,22917,314+5,0850.010.01+0.00buy
KESTRA PRIVATE WEALTH SERVICES, LLC14,13716,522+2,3850.000.00-0.00buy
WEDBUSH SECURITIES INC218,972220,394+1,4220.040.04-0.01buy
MAI Capital Management01,000+1,0000.000.00+0.00buy
M3 Advisory Group, LLC15,82616,430+6040.060.06-0.01buy
STIFEL FINANCIAL CORP14,88815,431+5430.000.00-0.00buy
TCTC Holdings, LLC60060000.000.00-0.00hold
Sequoia Financial Advisors, LLC16,34516,34500.000.00-0.00hold
Pacer Advisors, Inc.0000.000.00+0.00hold
Ameritas Advisory Services, LLC12,55612,55600.000.00-0.00hold
CoreCap Advisors, LLC19,88219,88200.000.00-0.00hold
MELFA WEALTH MANAGEMENT, INC.21,55721,55700.070.07-0.01hold
Thomas J. Herzfeld Advisors, Inc.1,5681,546-220.000.00-0.00sell
COMERICA BANK4770-4770.000.00-0.00sell
SFI Advisors, LLC24,12823,409-7190.090.08-0.01sell
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO8240-8240.000.00-0.00sell
Cetera Investment Advisers18,19216,347-1,8450.000.00-0.00sell
Coppell Advisory Solutions LLC2,5270-2,5270.000.00-0.00sell
LPL Financial LLC258,168252,201-5,9670.000.00-0.00sell
Moors & Cabot, Inc.108,430102,425-6,0050.030.02-0.01sell
ROYAL BANK OF CANADA18,4420-18,4420.000.00-0.00sell
NewEdge Advisors, LLC219,645194,804-24,8410.010.01-0.00sell
Advisory Services Network, LLC25,9990-25,9990.000.00-0.00sell
UBS Group AG37,5170-37,5170.000.00-0.00sell
MORGAN STANLEY1,061,8221,009,383-52,4390.000.00-0.00sell
Dynamic Advisor Solutions LLC102,2420-102,2420.020.00-0.02sell
Page 1 of 1