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Virtus Allianzgi Equity & Conv shares owned by Future Financial Wealth Managment

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

Historical chart of Future Financial Wealth Managment investment in Virtus Allianzgi Equity & Conv

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Virtus Allianzgi Equity & Conv by Future Financial Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-09-30 $23k 1.0k 23.01
2024-03-31 $22k 1.0k 22.39
2022-03-31 $27k 1.0k 27.00
2021-12-31 $30k 1.0k 30.00

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Vanguard S&p 500 Etf Etf (VOO)
Invesco Nasdaq 100 Etf Etf (QQQM)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares Russell Top 200 Growth Etf Etf (IWY)
Procter And Gamble Stock (PG)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Vaneck Vectors MS Wide Moat Etf (MOAT)
T. Rowe Price U.s. Equity Research Etf Etf (TSPA)
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)
Vaneck Preferred Securities Ex Financials Etf Etf (PFXF)
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)
Apple Stock (AAPL)
Technology Select Sector Spdr Fund Etf (XLK)
Jpmorgan Ultra-short Income Etf Etf (JPST)

View all positions for Future Financial Wealth Managment

Top funds holding Virtus Allianzgi Equity & Conv

Wells Fargo & Company
Advisors Asset Management
Morgan Stanley
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
LPL Financial
Invesco
Cambridge Investment Research Advisors

View all funds holding Virtus Allianzgi Equity & Conv