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Allianzgi Convertible & Income shares owned by Melfa Wealth Management

Quarter-by-quarter ownership of Allianzgi Convertible & Income (NCV) shares owned by Melfa Wealth Management from 13F filings

Historical chart of Melfa Wealth Management investment in Allianzgi Convertible & Income

Tip: Access up to 7 years of quarterly data

All positions including Allianzgi Convertible & Income held by Melfa Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Allianzgi Convertible & Income by Melfa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $121k 36k 3.34
2023-12-31 $122k 36k 3.37
2023-09-30 $113k 36k 3.11
2023-06-30 $126k 36k 3.48
2023-03-31 $122k 36k 3.36
2022-12-31 $234k 69k 3.40

More positions owned by Melfa Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Putnam Mun Opportunities Tr Sh Ben Int (PMO)
Blackrock Income Tr Com New (BKT)
Eaton Vance Muni Income Trus Sh Ben Int (EVN)
Apple (AAPL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Blackrock Muniyield Insured Fund (MYI)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Muniyield Quality Fund (MQY)
Meta Platforms Cl A (META)
Neuberger Ber. Intermediate Muni. Fund (NBH)
BlackRock MuniHoldings Fund (MHD)
General Electric Com New (GE)
Nuveen Insd Dividend Advantage (NVG)

View all positions for Melfa Wealth Management

Top funds holding Allianzgi Convertible & Income

Bank of America Corporation
Congress Park Capital
Pathstone Holdings
Cornerstone Advisors
WNY Asset Management
Landscape Capital Management
Park Avenue Securities
Private Advisor
Advisor Group Holdings
Gridiron Partners
Shaker Financial Services
Raymond James & Associates
Robinson Capital Management
Commonwealth Equity Services
Arlington Capital Management

View all funds holding Allianzgi Convertible & Income