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Virtus Allianzgi Equity & Conv shares owned by Daymark Wealth Partners

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

Historical chart of Daymark Wealth Partners investment in Virtus Allianzgi Equity & Conv

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

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Quarterly reported holdings in Virtus Allianzgi Equity & Conv by Daymark Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $279k 13k 20.91
2023-09-30 $266k 13k 19.89
2023-06-30 $264k 13k 21.15

More positions owned by Daymark Wealth Partners

Apple (AAPL)
Microsoft Corporation (MSFT)
Procter & Gamble Company (PG)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amgen (AMGN)
Alphabet Cap Stk Cl A (GOOGL)
Progressive Corporation (PGR)
Johnson & Johnson (JNJ)
Us Bancorp Del Com New (USB)
Exxon Mobil Corporation (XOM)
Home Depot (HD)
J P Morgan Exchange Traded F Betabuilders I (BBIN)

View all positions for Daymark Wealth Partners

Top funds holding Virtus Allianzgi Equity & Conv

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

View all funds holding Virtus Allianzgi Equity & Conv