Greenleaf Trust »

Allianzgi Convertible & Income shares owned by Greenleaf Trust

Quarter-by-quarter ownership of Allianzgi Convertible & Income (NCV) shares owned by Greenleaf Trust from 13F filings

Historical chart of Greenleaf Trust investment in Allianzgi Convertible & Income

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Allianzgi Convertible & Income by Greenleaf Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $156k 45k 3.50

More positions owned by Greenleaf Trust

Stryker Corporation (SYK)
iShares Core S&P 500 Index Core S&p500 Etf (IVV)
iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA)
Apple (AAPL)
iShares Core S&P Midcap 400 Index Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
iShares MSCI Emerging Index Fund MFC Msci Emg Mkt Etf (EEM)
NVIDIA Corporation (NVDA)
iShares Core S&P Smallcap 600 Index Core S&p Scp Etf (IJR)
Amazon (AMZN)
Alphabet Inc. Cl C CL C (GOOG)
Meta Platforms Inc. Cl A Cl A (META)
Visa Inc - Class A Cl A (V)
Berkshire Hathaway Cl B Cl B New (BRK.B)
iShares Core MSCI Emerging Market Core Msci Emkt (IEMG)

View all positions for Greenleaf Trust

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