David J Yvars Group »

Virtus Allianzgi Equity & Conv shares owned by David J Yvars Group

Quarter-by-quarter ownership of Virtus Allianzgi Equity & Conv (NIE) shares owned by David J Yvars Group from 13F filings

Historical chart of David J Yvars Group investment in Virtus Allianzgi Equity & Conv

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All positions including Virtus Allianzgi Equity & Conv held by David J Yvars Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus Allianzgi Equity & Conv by David J Yvars Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $440k 18k 25.11
2025-06-30 $219k 9.2k 23.90

More positions owned by David J Yvars Group

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Spotify Technology S A SHS (SPOT)
Apple (AAPL)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Bank of America Corporation (BAC)
Select Sector Spdr Tr Technology (XLK)
Meta Platforms Cl A (META)
Netflix (NFLX)
Palo Alto Networks (PANW)

View all positions for David J Yvars Group

Top funds holding Virtus Allianzgi Equity & Conv

Wells Fargo & Company
Advisors Asset Management
Morgan Stanley
Royal Bank of Canada
Raymond James Financial
Guggenheim Capital, LLC Managers
Wealth Enhancement Advisory Services
Cornerstone Advisors
Schwarz Dygos Wheeler Investment Advisors
LPL Financial
UBS Group
Wolverine Asset Management
Invesco
Shaker Financial Services
Pensionmark Financial Group

View all funds holding Virtus Allianzgi Equity & Conv