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Virtus Allianzgi Equity & Conv shares owned by Goss Wealth Management

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

Historical chart of Goss Wealth Management investment in Virtus Allianzgi Equity & Conv

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Virtus Allianzgi Equity & Conv by Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $187k 8.0k 23.24
2024-03-31 $196k 8.8k 22.39
2023-09-30 $188k 9.4k 19.89
2023-06-30 $195k 9.2k 21.15
2023-03-31 $173k 8.8k 19.65
2022-12-31 $128k 14k 8.85

More positions owned by Goss Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Broadcom (AVGO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Goss Wealth Management

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