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Allianzgi Convertible & Income shares owned by Blue Bell Private Wealth Management

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

Historical chart of Blue Bell Private Wealth Management investment in Allianzgi Convertible & Income

Tip: Access up to 7 years of quarterly data

All positions including Allianzgi Convertible & Income 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 Allianzgi Convertible & Income by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $26k 7.5k 3.50

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)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Vanguard Total Stock Market Etf Etf (VTI)
Royce Small Cap Trust Cef (RVT)
Central Secs Corp Cef (CET)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
High Income Secs Fd Shs Ben Int Cef (PCF)
Schwab U.s. Small-cap Etf Etf (SCHA)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

Top funds holding Allianzgi Convertible & Income

Morgan Stanley
Advisors Asset Management
Penserra Capital Management
Congress Park Capital
Bank of America Corporation
WNY Asset Management
Pathstone Holdings
LPL Financial
Envestnet Asset Management
Park Avenue Securities
Cetera Investment Advisers
Invesco
Private Advisor
Raymond James & Associates
Landscape Capital Management

View all funds holding Allianzgi Convertible & Income