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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $283k 13k 22.39
2023-09-30 $185k 9.3k 19.89

More positions owned by Brian McDonald

Microsoft Corp Common (MSFT)
Apple Common (AAPL)
Lilly Eli & Co Common (LLY)
Ishares Tr Tr-s&p 500 Index Common (IVV)
Nvidia Corp Common (NVDA)
Amazon Common (AMZN)
Spdr S&p 500 Etf Trust Common (SPY)
Jpmorgan Chase & Co Common (JPM)
Home Depot Common (HD)
Alphabet Inc Cl A Common (GOOGL)
Facebook Common (META)
Ishares Tr Russell 1000 Growth Common (IWF)
Ishares Tr 1000 Etf Common (IWB)
Alphabet Inc Cl C Common (GOOG)
Visa Inc Cl A Common (V)

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
Bank of America Corporation
Allspring Global Investments Holdings
Hanson McClain Advisors
Raymond James Financial Services Advisors
Global Assets Advisory
Raymond James & Associates
UBS Group
Schwarz Dygos Wheeler Investment Advisors
Cornerstone Advisors

View all funds holding Virtus Allianzgi Equity & Conv