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Virtus Allianzgi Equity & Conv shares owned by Schwarz Dygos Wheeler Investment Advisors

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

Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in Virtus Allianzgi Equity & Conv

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

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Quarterly reported holdings in Virtus Allianzgi Equity & Conv by Schwarz Dygos Wheeler Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.9M 212k 23.01
2024-06-30 $5.0M 214k 23.24
2024-03-31 $4.7M 209k 22.39
2023-12-31 $4.2M 200k 20.91
2023-09-30 $4.0M 204k 19.89
2023-06-30 $4.2M 198k 21.15
2023-03-31 $3.8M 195k 19.65
2022-12-31 $3.5M 194k 18.23
2022-09-30 $3.8M 188k 20.31
2022-06-30 $3.9M 189k 20.75
2022-03-31 $4.9M 181k 27.14
2021-12-31 $5.2M 171k 30.14
2021-09-30 $5.0M 169k 29.47
2021-06-30 $5.1M 170k 30.24
2021-03-31 $4.6M 163k 28.01