Joel Isaacson & Co »

Virtus Allianzgi Equity & Conv shares owned by Joel Isaacson & Co

Quarter-by-quarter ownership of Virtus Allianzgi Equity & Conv (NIE) shares owned by Joel Isaacson & Co from 13F filings

Historical chart of Joel Isaacson & Co investment in Virtus Allianzgi Equity & Conv

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All positions including Virtus Allianzgi Equity & Conv held by Joel Isaacson & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus Allianzgi Equity & Conv by Joel Isaacson & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $251k 10k 25.11
2025-06-30 $239k 10k 23.90
2025-03-31 $221k 10k 22.13

More positions owned by Joel Isaacson & Co

Spdr Series Trust S&p Divid Etf (SDY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Microsoft Corporation (MSFT)
Ishares Tr S&p Mc 400gr Etf (IJK)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Amazon (AMZN)

View all positions for Joel Isaacson & Co

Top funds holding Virtus Allianzgi Equity & Conv

Wells Fargo & Company
Advisors Asset Management
Morgan Stanley
Royal Bank of Canada
Raymond James Financial
Guggenheim Capital, LLC Managers
Wealth Enhancement Advisory Services
Cornerstone Advisors
Schwarz Dygos Wheeler Investment Advisors
LPL Financial
UBS Group
Wolverine Asset Management
Invesco
Shaker Financial Services
Pensionmark Financial Group

View all funds holding Virtus Allianzgi Equity & Conv