A detailed history of Global Retirement Partners, LLC transactions in Advent Convertible & Income Fund stock. As of the latest transaction made, Global Retirement Partners, LLC holds 1,124 shares of AVK stock, worth $13,015. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,124
Previous 724 55.25%
Holding current value
$13,015
Previous $8,000 62.5%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$11.44 - $12.85 $4,576 - $5,140
400 Added 55.25%
1,124 $13,000
Q1 2024

Apr 23, 2024

BUY
$11.08 - $12.1 $3,479 - $3,799
314 Added 76.59%
724 $8,000
Q1 2023

May 05, 2023

SELL
$11.06 - $13.13 $191,293 - $227,096
-17,296 Reduced 97.68%
410 $4,000
Q4 2022

Feb 13, 2023

BUY
$10.43 - $12.32 $604 - $714
58 Added 0.33%
17,706 $192,000
Q3 2022

Nov 03, 2022

SELL
$10.63 - $14.7 $5,400 - $7,467
-508 Reduced 2.8%
17,648 $207,000
Q2 2022

Jul 15, 2022

BUY
$11.75 - $15.91 $305 - $413
26 Added 0.14%
18,156 $219,000
Q1 2022

Jul 14, 2022

BUY
$14.45 - $18.43 $261,978 - $334,135
18,130 New
18,130 $238,000
Q4 2021

Jan 21, 2022

SELL
$17.37 - $19.39 $312,017 - $348,302
-17,963 Closed
0 $0
Q3 2021

Oct 22, 2021

SELL
$17.98 - $19.81 $10,050 - $11,073
-559 Reduced 3.02%
17,963 $323,000
Q2 2021

Jul 15, 2021

SELL
$17.74 - $19.72 $5,481 - $6,093
-309 Reduced 1.64%
18,522 $357,000
Q1 2021

Apr 14, 2021

BUY
$16.28 - $17.92 $28,799 - $31,700
1,769 Added 10.37%
18,831 $333,000
Q4 2020

Jan 13, 2021

BUY
$13.62 - $16.64 $232,384 - $283,911
17,062 New
17,062 $282,000

Others Institutions Holding AVK

About ADVENT CONVERTIBLE & INCOME FUND


  • Ticker AVK
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Advent Claymore Convertible Securities and Income Fund is a closed-ended fixed income mutual fund launched and managed by Advent Capital Management, LLC. The fund primarily invests in the fixed income markets of the United States. It seeks to invest in securities of companies operating across the diversified sectors. The fund invests approximate...
More about AVK
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