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Advent Claymore Convertible Sec & Inc shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Advent Claymore Convertible Sec & Inc (AVK) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Advent Claymore Convertible Sec & Inc

Tip: Access up to 7 years of quarterly data

All positions including Advent Claymore Convertible Sec & Inc held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advent Claymore Convertible Sec & Inc by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $937k 73k 12.79
2025-06-30 $892k 74k 12.11
2025-03-31 $846k 73k 11.53
2024-12-31 $869k 74k 11.77
2024-09-30 $677k 58k 11.74
2024-06-30 $700k 59k 11.92

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Top funds holding Advent Claymore Convertible Sec & Inc

Sit Investment Associates
Raymond James Financial
Penserra Capital Management
Wells Fargo & Company
Advisors Asset Management
Morgan Stanley
Guggenheim Capital, LLC Managers
LPL Financial
Koshinski Asset Management
Baird Financial
Arete Wealth Advisors
Absolute Investment Advisers
Fca Corp
Steward Partners Investment Advisory
Commonwealth Equity Services

View all funds holding Advent Claymore Convertible Sec & Inc