A detailed history of Morris Retirement Advisors, LLC transactions in Virtus Allianz Gi Convertible & Income Fund Ii stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 25,499 shares of NCZ stock, worth $80,066. This represents 0.04% of its overall portfolio holdings.

Number of Shares
25,499
Previous 25,160 1.35%
Holding current value
$80,066
Previous $73,000 8.22%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 03, 2024

BUY
$2.83 - $3.11 $959 - $1,054
339 Added 1.35%
25,499 $79,000
Q2 2024

Aug 06, 2024

BUY
$2.7 - $2.96 $1,609 - $1,764
596 Added 2.43%
25,160 $73,000
Q1 2024

May 03, 2024

BUY
$2.8 - $2.99 $828 - $885
296 Added 1.22%
24,564 $73,000
Q4 2023

Feb 12, 2024

BUY
$2.5 - $3.01 $930 - $1,119
372 Added 1.56%
24,268 $72,000
Q3 2023

Nov 08, 2023

BUY
$2.69 - $3.15 $1,027 - $1,203
382 Added 1.62%
23,896 $65,000
Q2 2023

Jul 17, 2023

BUY
$2.79 - $3.11 $1,562 - $1,741
560 Added 2.44%
23,514 $73,000
Q1 2023

Apr 13, 2023

BUY
$2.8 - $3.44 $1,671 - $2,053
597 Added 2.67%
22,954 $68,000
Q4 2022

Feb 02, 2023

BUY
$2.74 - $3.18 $1,035 - $1,202
378 Added 1.72%
22,357 $64,000
Q3 2022

Oct 14, 2022

BUY
$2.82 - $24.15 $2,044 - $17,508
725 Added 3.41%
21,979 $62,000
Q2 2022

Aug 08, 2022

SELL
$2.98 - $4.43 $9,968 - $14,818
-3,345 Reduced 13.6%
21,254 $67,000
Q1 2022

May 10, 2022

BUY
$4.0 - $5.08 $1,760 - $2,235
440 Added 1.82%
24,599 $107,000
Q4 2021

Feb 02, 2022

BUY
$4.87 - $5.49 $1,865 - $2,102
383 Added 1.61%
24,159 $123,000
Q3 2021

Oct 28, 2021

SELL
$5.07 - $5.46 $7,767 - $8,364
-1,532 Reduced 6.05%
23,776 $123,000
Q2 2021

Jul 29, 2021

BUY
$4.84 - $5.4 $871 - $972
180 Added 0.72%
25,308 $135,000
Q1 2021

May 04, 2021

BUY
$4.84 - $5.31 $121,619 - $133,429
25,128 New
25,128 $125,000

Others Institutions Holding NCZ

About Virtus AllianzGI Convertible & Income Fund II


  • Ticker NCZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Virtus Convertible & Income Fund II is a closed ended fixed income mutual fund launched and managed by Allianz Global Investors Fund Management LLC. The fund is co-managed by Allianz Global Investors U.S. LLC. It invests in fixed income markets of the United States. The fund primarily invests in convertible securities and non-convertible hig...
More about NCZ
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