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Virtus Allianzgi Equity & Conv shares owned by Graves-Light Private Wealth Management

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

Historical chart of Graves-Light Private 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 Graves-Light Private 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 Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $211k 7.9k 26.86
2022-06-30 $196k 9.4k 20.75
2022-03-31 $256k 9.4k 27.10
2021-12-31 $285k 9.4k 30.17
2021-09-30 $278k 9.4k 29.42
2021-06-30 $286k 9.4k 30.27
2021-03-31 $265k 9.4k 28.05

More positions owned by Graves-Light Private Wealth Management

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Core Fixe In Etf (DFCF)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust St Str Sp Div (SDY)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Select Sector Spdr Tr St Str Care Etf (XLV)

View all positions for Graves-Light Private Wealth Management

Top funds holding Virtus Allianzgi Equity & Conv

Wells Fargo & Company
Advisors Asset Management
Royal Bank of Canada
Morgan Stanley
Raymond James Financial
Guggenheim Capital, LLC Managers
Saba Capital Management
LPL Financial
Schwarz Dygos Wheeler Investment Advisors
UBS Group
Invesco
Bank of America Corporation
Pensionmark Financial Group
Wolverine Asset Management
Allspring Global Investments Holdings

View all funds holding Virtus Allianzgi Equity & Conv