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Allianzgi Convertible & Income shares owned by Atria Wealth Solutions

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

Historical chart of Atria Wealth Solutions investment in Allianzgi Convertible & Income

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Allianzgi Convertible & Income by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $78k 23k 3.37
2023-09-30 $104k 33k 3.11
2023-06-30 $180k 52k 3.48
2023-03-31 $172k 51k 3.40
2022-12-31 $178k 52k 3.40
2022-09-30 $169k 52k 3.24
2022-06-30 $105k 28k 3.74
2022-03-31 $250k 49k 5.10

More positions owned by Atria Wealth Solutions

Apple Put Option (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Atria Wealth Solutions

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