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Virtus Allianzgi Equity & Conv shares owned by ICA Group Wealth Management

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

Historical chart of ICA Group 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 ICA Group 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 ICA Group Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $35k 1.5k 23.24
2024-03-31 $34k 1.5k 22.39
2023-12-31 $31k 1.5k 20.91
2023-06-30 $32k 1.5k 21.15
2023-03-31 $30k 1.5k 19.65
2022-12-31 $27k 1.5k 18.23

More positions owned by ICA Group Wealth Management

Invesco Qqq MF Closed and MF Open (QQQ)
SPDR S&P MF Closed and MF Open (SPY)
JP Morgan Core Plus Bond ETF Stock/ETF (JCPB)
First Trust MF Closed and MF Open (FDL)
Apple Common Stock (AAPL)
Vanguard Russell 1000 Growth Stock/ETF (VONG)
JPMorgan Equity Premium Income ETF Stock/ETF (JEPI)
First Trust MF Closed and MF Open (FVD)
SPDR S&P MF Closed and MF Open (VLU)
Vanguard Value MF Closed and MF Open (VTV)
Invesco S&p MF Closed and MF Open (XMHQ)
Ishares Core MF Closed and MF Open (IVV)
iShares Treasury Floating Rate Bond Stock/ETF (TFLO)
iShares MSCI World Index Stock/ETF (URTH)
Nvidia Corp Common Stock (NVDA)

View all positions for ICA Group 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