Beverly Hills Private Wealth, LLC
Position in ZTR — Virtus Total Return Fund Inc.
CIK 1965710
BEVERLY HILLS, CA
Position in ZTR
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$161,547
-$8,218 QoQ
Shares Held
24,403
-9.4% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZTR Over Time
Shares Held
Position Value (USD)
All Filings in ZTR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $161,547 | 24,403 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $169,765 | 26,947 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $538,226 | 83,446 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $298,441 | 47,904 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $280,219 | 46,938 | Shares | Defined | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||