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Beverly Hills Private Wealth, LLC

SEC CIK
0001965710
Latest filing
Aug 6, 2026

CBH holding history

Virtus Convertible & Income 2024 Target Term Fund in every 13F filed by Beverly Hills Private Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CBH overviewAll 13F holders of CBHFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q1 2024
Holdings of CBH by Beverly Hills Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−260,935−100.0%Sold outHolders
Q2 2024260,935$2.35M0.5%+180,438+224.2%AddedHolders
Q1 202480,497$708.8K0.2%+80,497NewHolders