David J. Oberto's Net Worth

$60.9 Thousand

Estimate Recalculated Feb 7, 2024 04:02PM EST

Who is David J. Oberto?

David J. Oberto does not have any significant net worth to report based on the numbers we have. This is based on reported shares across multiple companies, which include Virtus AllianzGI Equity & Convertible Income Fund, Virtus Diversified Income & Convertible Fund, Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund, Virtus Convertible & Income Fund, Virtus AllianzGI Convertible & Income Fund II, and Virtus Convertible & Income 2024 Target Term Fund.

SEC CIK

David J. Oberto's CIK is 0001710865

Past Insider Trading and Trends

2017 was David J. Oberto's most active year for acquiring shares with 4 total transactions. David J. Oberto's most active month to acquire stocks was the month of July. 2023 was David J. Oberto's most active year for disposing of shares, totalling 3 transactions. David J. Oberto's most active month to dispose stocks was the month of September. 2017 saw David J. Oberto paying a total of $30,063.20 for 3,100 shares, this is the most they've acquired in one year. In 2023 David J. Oberto cashed out on 6,050.002 shares for a total of $63,779.87, their largest year based on trade value.

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Virtus AllianzGI Equity & Convertible Income Fund (NIE) Snapshot price: $21.93

Portfolio Manager

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 3
—
0
—
—
0
No matching records found

Virtus Diversified Income & Convertible Fund (ACV) Snapshot price: $22.755

Portfolio Manager

David J. Oberto used to own units in Virtus Diversified Income & Convertible Fund but no longer holds any shares there. In the year 2022 David J. Oberto disposed a total of 1,293.187 shares of Virtus Diversified Income & Convertible Fund equalling to $23,562.38.

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
-100.00%
-1.29K
$18.22
-$23,562.38
0
Oct 5
Form 3
—
0
—
—
0
No matching records found

Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund (AIO) Snapshot price: $19.5405

Portfolio Manager

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 3
—
0
—
—
0
No matching records found

Virtus Convertible & Income Fund (NCV) Snapshot price: $3.335

Portfolio Manager

David J. Oberto used to own units in Virtus Convertible & Income Fund but no longer holds any shares there. In the year 2022 David J. Oberto disposed a total of 138.588 shares of Virtus Convertible & Income Fund equalling to $422.69.

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
-100.00%
-138.59
$3.05
-$422.69
0
Oct 6
Form 3
—
0
—
—
0
No matching records found

Virtus AllianzGI Convertible & Income Fund II (NCZ) Snapshot price: $2.9178

Portfolio Manager

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 3
—
0
—
—
0
No matching records found