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Fortitude Family Office »

Virtus Allianzgi Equity & Conv shares owned by Fortitude Family Office

Quarter-by-quarter ownership of Virtus Allianzgi Equity & Conv (NIE) shares owned by Fortitude Family Office from 13F filings

Historical chart of Fortitude Family Office investment in Virtus Allianzgi Equity & Conv

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All positions including Virtus Allianzgi Equity & Conv held by Fortitude Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus Allianzgi Equity & Conv by Fortitude Family Office

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$372k	16k	23.01

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Apple Stock (AAPL)

Knight-swift Transn Hldgs Inc Cl A Stock (KNX)

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Ishares Core Msci International Developed Markets Etf Etf (IDEV)

Vanguard Mid-cap Etf Etf (VO)

Ishares Tips Bond Etf Etf (TIP)

Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)

Avantis U.s. Large Cap Value Etf Etf (AVLV)

Ishares Core Msci Emerging Markets Etf Etf (IEMG)

Ishares Core S&p Small Cap Etf Etf (IJR)

Wisdomtree Floating Rate Treasury Fund Etf (USFR)

Avantis International Small Cap Value Etf Etf (AVDV)

Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)

Jpmorgan Ultra-short Income Etf Etf (JPST)

Kkr & Co Stock (KKR)

View all positions for Fortitude Family Office

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

Raymond James Financial Services Advisors

International Assets Investment Management

Raymond James & Associates

Schwarz Dygos Wheeler Investment Advisors

Bank of America Corporation

Allspring Global Investments Holdings

Cambridge Investment Research Advisors

View all funds holding Virtus Allianzgi Equity & Conv

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