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Virtus Allianzgi Equity & Conv shares owned by Westfuller Advisors

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

Historical chart of Westfuller Advisors investment in Virtus Allianzgi Equity & Conv

Tip: Access up to 7 years of quarterly data

All positions including Virtus Allianzgi Equity & Conv held by Westfuller 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 Westfuller Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $53k 2.1k 25.11

More positions owned by Westfuller Advisors

Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Nushares Etf Tr Nuveen Esg Us (NUBD)
Amazon (AMZN)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard World Esg Intl Stk Etf (VSGX)
NVIDIA Corporation (NVDA)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Ishares Tr Calif Mun Bd Etf (CMF)
Microsoft Corporation (MSFT)
Tidal Trust Iii Impact Shares Wo (WOMN)

View all positions for Westfuller Advisors

Top funds holding Virtus Allianzgi Equity & Conv

Wells Fargo & Company
Advisors Asset Management
Morgan Stanley
Royal Bank of Canada
Raymond James Financial
Guggenheim Capital, LLC Managers
Wealth Enhancement Advisory Services
Cornerstone Advisors
Schwarz Dygos Wheeler Investment Advisors
LPL Financial
UBS Group
Wolverine Asset Management
Invesco
Shaker Financial Services
Pensionmark Financial Group

View all funds holding Virtus Allianzgi Equity & Conv