A detailed history of Avidian Wealth Solutions, LLC transactions in Virtus Dividend, Interest & Premium Strategy Fund stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 30,000 shares of NFJ stock, worth $389,100. This represents 0.02% of its overall portfolio holdings.

Number of Shares
30,000
Previous 30,000 -0.0%
Holding current value
$389,100
Previous $368,000 6.25%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 03, 2023

SELL
$11.5 - $12.21 $87,239 - $92,625
-7,586 Reduced 20.18%
30,000 $366,000
Q1 2023

May 08, 2023

BUY
$11.21 - $12.75 $421,339 - $479,221
37,586 New
37,586 $442,000

Others Institutions Holding NFJ

About Virtus Dividend, Interest & Premium Strategy Fund


  • Ticker NFJ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • AllianzGI NFJ Dividend, Interest & Premium Strategy Fund is a closed ended equity mutual fund launched and managed by Allianz Global Investors Fund Management LLC. The fund is co-managed by Allianz Global Investors U.S. LLC and NFJ Investment Group LLC. It invests in public equity markets of the United States. The fund invests in the stocks ...
More about NFJ
Track This Portfolio

Track Avidian Wealth Solutions, LLC Portfolio

Follow Avidian Wealth Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avidian Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.