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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
2024-03-31 $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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Technology Select Sector Spdr Fund Etf (XLK)
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View all positions for Future Financial Wealth Managment

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
Raymond James & Associates
UBS Group
Schwarz Dygos Wheeler Investment Advisors
Cornerstone Advisors
Bank of America Corporation
Advisor Group Holdings

View all funds holding Virtus Allianzgi Equity & Conv