Creekmur Asset Management »

Virtus Allianzgi Equity & Conv shares owned by Creekmur Asset Management

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

Historical chart of Creekmur Asset Management investment in Virtus Allianzgi Equity & Conv

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Virtus Allianzgi Equity & Conv by Creekmur Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $63k 2.7k 23.24
2024-03-31 $150k 6.7k 22.39
2023-12-31 $241k 12k 20.91

More positions owned by Creekmur Asset Management

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Global X Fds 1-3 Month T-bill
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Intermediate Dur (FIIG)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Caterpillar (CAT)
Apple (AAPL)

View all positions for Creekmur Asset Management

Top funds holding Virtus Allianzgi Equity & Conv

Wells Fargo & Company
Advisors Asset Management
Guggenheim Capital, LLC Managers
Morgan Stanley
Royal Bank of Canada
Wealth Enhancement Advisory Services
Raymond James Financial Services Advisors
Bank of America Corporation
Raymond James & Associates
Schwarz Dygos Wheeler Investment Advisors
UBS Group
Hanson McClain Advisors
Allspring Global Investments Holdings
Advisor Group Holdings
LPL Financial

View all funds holding Virtus Allianzgi Equity & Conv