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Virtus Allianzgi Equity & Conv shares owned by Wealth Enhancement Advisory Services

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

Historical chart of Wealth Enhancement Advisory Services investment in Virtus Allianzgi Equity & Conv

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Virtus Allianzgi Equity & Conv by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.4M 377k 22.39
2023-12-31 $7.7M 366k 20.91
2023-09-30 $7.1M 359k 19.89

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Moment (IMTM)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Alps Etf Tr Smith Core Plus (SMTH)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
Amazon (AMZN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Wealth Enhancement Advisory Services

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