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Allianzgi Convertible & Income shares owned by Fortitude Family Office

Quarter-by-quarter ownership of Allianzgi Convertible & Income (NCV) shares owned by Fortitude Family Office from 13F filings

Historical chart of Fortitude Family Office investment in Allianzgi Convertible & Income

Tip: Access up to 7 years of quarterly data

All positions including Allianzgi Convertible & Income held by Fortitude Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Allianzgi Convertible & Income by Fortitude Family Office

Quarter filed Position value Share count Share price at filing
2024-09-30 $47k 13k 3.50
2024-06-30 $33k 10k 3.27
2024-03-31 $33k 10k 3.34
2023-12-31 $34k 10k 3.37

More positions owned by Fortitude Family Office

Apple Stock (AAPL)
Knight-swift Transn Hldgs Inc Cl A Stock (KNX)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Msci International Developed Markets Etf Etf (IDEV)
Vanguard Mid-cap Etf Etf (VO)
Ishares Tips Bond Etf Etf (TIP)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Avantis U.s. Large Cap Value Etf Etf (AVLV)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares Core S&p Small Cap Etf Etf (IJR)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Avantis International Small Cap Value Etf Etf (AVDV)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Kkr & Co Stock (KKR)

View all positions for Fortitude Family Office

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