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Virtus Allianzgi Equity & Conv shares owned by Brian McDonald

Quarter-by-quarter ownership of Virtus Allianzgi Equity & Conv (NIE) shares owned by Brian McDonald from 13F filings

Historical chart of Brian McDonald investment in Virtus Allianzgi Equity & Conv

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All positions including Virtus Allianzgi Equity & Conv held by Brian McDonald consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus Allianzgi Equity & Conv by Brian McDonald

Quarter filed Position value Share count Share price at filing
2024-09-30 $181k 7.9k 23.01
2024-06-30 $295k 13k 23.24
2024-03-31 $283k 13k 22.39
2023-09-30 $185k 9.3k 19.89

More positions owned by Brian McDonald

Eli Lilly & Co. (LLY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Home Depot (HD)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Rus 1000 Val Etf (IWD)
Broadcom (AVGO)

View all positions for Brian McDonald

Top funds holding Virtus Allianzgi Equity & Conv

Wells Fargo & Company
Advisors Asset Management
Morgan Stanley
Guggenheim Capital, LLC Managers
Royal Bank of Canada
Wealth Enhancement Advisory Services
Raymond James Financial Services Advisors
International Assets Investment Management
Raymond James & Associates
Schwarz Dygos Wheeler Investment Advisors
Bank of America Corporation
Allspring Global Investments Holdings
LPL Financial
Invesco
Cambridge Investment Research Advisors

View all funds holding Virtus Allianzgi Equity & Conv