A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Virtus Allianz Gi Convertible & Income Fund Ii stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 21,430 shares of NCZ stock, worth $65,790. This represents 0.01% of its overall portfolio holdings.

Number of Shares
21,430
Previous 25,421 15.7%
Holding current value
$65,790
Previous $74,000 10.81%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024

SELL
$2.83 - $3.11 $11,294 - $12,412
-3,991 Reduced 15.7%
21,430 $66,000
Q2 2024

Aug 09, 2024

BUY
$2.7 - $2.96 $2,621 - $2,874
971 Added 3.97%
25,421 $74,000
Q1 2024

May 09, 2024

BUY
$2.8 - $2.99 $9,732 - $10,393
3,476 Added 16.57%
24,450 $73,000
Q4 2023

Feb 07, 2024

SELL
$2.5 - $3.01 $1,260 - $1,517
-504 Reduced 2.35%
20,974 $62,000
Q3 2023

Nov 07, 2023

BUY
$2.69 - $3.15 $5,409 - $6,334
2,011 Added 10.33%
21,478 $59,000
Q2 2023

Aug 07, 2023

SELL
$2.79 - $3.11 $1,665 - $1,856
-597 Reduced 2.98%
19,467 $60,000
Q1 2023

May 03, 2023

BUY
$2.8 - $3.44 $6,414 - $7,881
2,291 Added 12.89%
20,064 $60,000
Q4 2022

Feb 13, 2023

BUY
$2.74 - $3.18 $7,962 - $9,241
2,906 Added 19.55%
17,773 $51,000
Q3 2022

Nov 09, 2022

BUY
$2.82 - $24.15 $1,362 - $11,664
483 Added 3.36%
14,867 $42,000
Q2 2022

Aug 03, 2022

BUY
$2.98 - $4.43 $42,864 - $63,721
14,384 New
14,384 $45,000

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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