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Allianzgi Convertible & Income shares owned by Melfa Wealth Management

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

Historical chart of Melfa Wealth Management investment in Allianzgi Convertible & Income

Tip: Access up to 7 years of quarterly data

All positions including Allianzgi Convertible & Income held by Melfa 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 Melfa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $118k 34k 3.50
2024-06-30 $110k 34k 3.27
2024-03-31 $121k 36k 3.34
2023-12-31 $122k 36k 3.37
2023-09-30 $113k 36k 3.11
2023-06-30 $126k 36k 3.48
2023-03-31 $122k 36k 3.36
2022-12-31 $234k 69k 3.40

More positions owned by Melfa Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Putnam Mun Opportunities Tr Sh Ben Int (PMO)
Blackrock Income Tr Com New (BKT)
Eaton Vance Muni Income Trus Sh Ben Int (EVN)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Blackrock Muniyield Insured Fund (MYI)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Blackrock Muniyield Quality Fund (MQY)
Neuberger Ber. Intermediate Muni. Fund (NBH)
Nuveen Insd Dividend Advantage (NVG)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Meta Platforms Cl A (META)
BlackRock MuniHoldings Fund (MHD)

View all positions for Melfa 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