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Virtus Allianzgi Equity & Conv shares owned by D.A. Davidson & Co.

Quarter-by-quarter ownership of Virtus Allianzgi Equity & Conv (NIE) shares owned by D.A. Davidson & Co. from 13F filings

Historical chart of D.A. Davidson & Co. investment in Virtus Allianzgi Equity & Conv

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All positions including Virtus Allianzgi Equity & Conv held by D.A. Davidson & Co. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus Allianzgi Equity & Conv by D.A. Davidson & Co.

Quarter filed Position value Share count Share price at filing
2024-03-31 $422k 19k 22.39
2023-12-31 $388k 19k 20.91
2023-09-30 $384k 19k 19.89
2023-06-30 $315k 15k 21.15

More positions owned by D.A. Davidson & Co.

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Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 2000 Val Etf (IWN)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Costco Wholesale Corporation (COST)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)

View all positions for D.A. Davidson & Co.

Top funds holding Virtus Allianzgi Equity & Conv

Wells Fargo & Company
Advisors Asset Management
Guggenheim Capital, LLC Managers
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
Advisor Group Holdings
Cambridge Investment Research Advisors

View all funds holding Virtus Allianzgi Equity & Conv