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Virtus Allianzgi Equity & Conv shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Virtus Allianzgi Equity & Conv (NIE) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management investment in Virtus Allianzgi Equity & Conv

Tip: Access up to 7 years of quarterly data

All positions including Virtus Allianzgi Equity & Conv held by Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus Allianzgi Equity & Conv by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $34k 1.5k 22.39
2022-12-31 $68k 3.7k 18.23
2022-09-30 $100k 4.9k 20.37
2022-06-30 $113k 5.4k 20.83
2022-03-31 $147k 5.4k 27.09
2021-12-31 $144k 4.8k 30.09

More positions owned by Blue Bell Private Wealth Management

Spdr S&p 500 Etf Trust Etf (SPY)
General Amern Invs Cef (GAM)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Tri Contl Corp Cef (TY)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Royce Value Tr Cef (RVT)
Schwab U.s. Small-cap Etf Etf (SCHA)
Allianzim U.s. Large Cap Buffer20 Oct Etf Etf (OCTW)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

Top funds holding Virtus Allianzgi Equity & Conv

Wells Fargo & Company
Advisors Asset Management
Morgan Stanley
Guggenheim Capital, LLC Managers
Royal Bank of Canada
Wealth Enhancement Advisory Services
Bank of America Corporation
Allspring Global Investments Holdings
Hanson McClain Advisors
Raymond James Financial Services Advisors
Global Assets Advisory
Raymond James & Associates
UBS Group
Schwarz Dygos Wheeler Investment Advisors
Cornerstone Advisors

View all funds holding Virtus Allianzgi Equity & Conv