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Allianzgi Conv & Income Fd Ii shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Allianzgi Conv & Income Fd Ii (NCZ) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Allianzgi Conv & Income Fd Ii

Tip: Access up to 7 years of quarterly data

All positions including Allianzgi Conv & Income Fd Ii held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Allianzgi Conv & Income Fd Ii by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $31k 10k 2.98

More positions owned by Heritage Wealth Management

Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple Put Option (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Calif Mun Bd Etf (CMF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Qualcomm Put Option (QCOM)
Microsoft Corporation Put Option (MSFT)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)

View all positions for Heritage Wealth Management

Top funds holding Allianzgi Conv & Income Fd Ii

Heron Bay Capital Management
Advisors Asset Management
Saba Capital Management
Congress Park Capital
Pathstone Holdings
Cornerstone Advisors
Wealth Enhancement Advisory Services
Park Avenue Securities
Landscape Capital Management
Bank of America Corporation
Branch Banking & Trust Company
Gridiron Partners
Advisor Group Holdings
Commonwealth Equity Services
Twelve Points Wealth Management

View all funds holding Allianzgi Conv & Income Fd Ii