Virtus Allianzgi Equity & Conv shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Virtus Allianzgi Equity & Conv (NIE) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Virtus Allianzgi Equity & Conv
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Quarterly reported holdings in Virtus Allianzgi Equity & Conv by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $372k | 15k | 25.11 |
| 2025-06-30 | $360k | 15k | 23.90 |
| 2025-03-31 | $335k | 15k | 22.13 |
| 2024-12-31 | $377k | 15k | 24.66 |
| 2024-09-30 | $352k | 15k | 23.01 |
| 2024-06-30 | $355k | 15k | 23.24 |
| 2024-03-31 | $343k | 15k | 22.39 |
| 2023-12-31 | $320k | 15k | 20.91 |
| 2023-09-30 | $312k | 16k | 19.89 |
| 2023-06-30 | $336k | 16k | 21.15 |
| 2023-03-31 | $313k | 16k | 19.65 |
| 2022-12-31 | $292k | 16k | 18.23 |
| 2022-09-30 | $337k | 17k | 20.31 |
| 2022-06-30 | $344k | 17k | 20.73 |
| 2022-03-31 | $452k | 17k | 27.14 |
| 2021-12-31 | $502k | 17k | 30.14 |
| 2021-09-30 | $495k | 17k | 29.47 |
| 2021-06-30 | $508k | 17k | 30.25 |
| 2021-03-31 | $471k | 17k | 28.01 |
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