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Virtus Allianzgi Equity & Conv shares owned by Silverlake Wealth Management

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

Historical chart of Silverlake 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 Silverlake 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 Silverlake Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $209k 9.3k 22.39
2022-09-30 $201k 9.9k 20.31
2022-06-30 $205k 9.9k 20.75
2022-03-31 $268k 9.9k 27.14
2021-12-31 $298k 9.9k 30.14

More positions owned by Silverlake Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Procter & Gamble Company (PG)
International Business Machines (IBM)
Johnson & Johnson (JNJ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Kimberly-Clark Corporation (KMB)
Home Depot (HD)
Merck & Co (MRK)
Wisdomtree Tr Us Midcap Divid (DON)
American Centy Etf Tr Us Eqt Etf (AVUS)
Verizon Communications (VZ)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Exxon Mobil Corporation (XOM)

View all positions for Silverlake Wealth Management

Top funds holding Virtus Allianzgi Equity & Conv

Wells Fargo & Company
Advisors Asset Management
Guggenheim Capital, LLC Managers
Royal Bank of Canada
Wealth Enhancement Advisory Services
Allspring Global Investments Holdings
Hanson McClain Advisors
Raymond James Financial Services Advisors
Global Assets Advisory
UBS Group
Raymond James & Associates
Schwarz Dygos Wheeler Investment Advisors
Bank of America Corporation
Advisor Group Holdings
Cornerstone Advisors

View all funds holding Virtus Allianzgi Equity & Conv