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Virtus Allianzgi Equity & Conv shares owned by Rothschild Investment

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

Historical chart of Rothschild Investment investment in Virtus Allianzgi Equity & Conv

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Virtus Allianzgi Equity & Conv by Rothschild Investment

Quarter filed Position value Share count Share price at filing
2024-09-30 $695k 30k 23.01
2024-06-30 $689k 30k 23.24
2024-03-31 $664k 30k 22.39
2023-12-31 $620k 30k 20.91

More positions owned by Rothschild Investment

Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
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Blackstone Stock (BX)
Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)
Costco Whsl Corp Stock (COST)
Abbvie Stock (ABBV)
Amazon Stock (AMZN)
Chevron Corp Stock (CVX)
Amgen Stock (AMGN)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Meta Platforms Inc Cl A Stock (META)

View all positions for Rothschild Investment

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