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Virtus Allianzgi Equity & Conv shares owned by VisionPoint Advisory Group

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

Historical chart of VisionPoint Advisory Group investment in Virtus Allianzgi Equity & Conv

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Virtus Allianzgi Equity & Conv by VisionPoint Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.5k 200 22.39
2023-12-31 $4.2k 200 20.91
2023-09-30 $4.0k 200 19.89
2023-06-30 $4.2k 200 21.15

More positions owned by VisionPoint Advisory Group

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Mortge Rel Etf (REM)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Philip Morris International (PM)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Deere & Company (DE)
Spdr Gold Tr Gold Shs (GLD)
Valued Advisers Tr Regan Fltg Rate
Fiserv (FI)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

View all positions for VisionPoint Advisory Group

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
Raymond James & Associates
UBS Group
Schwarz Dygos Wheeler Investment Advisors
Cornerstone Advisors
Bank of America Corporation
Advisor Group Holdings

View all funds holding Virtus Allianzgi Equity & Conv