A detailed history of Shaker Financial Services, LLC transactions in Virtus Allianz Gi Diversified Income & Convertible Fund stock. As of the latest transaction made, Shaker Financial Services, LLC holds 50,876 shares of ACV stock, worth $1.09 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
50,876
Previous 21,409 137.64%
Holding current value
$1.09 Million
Previous $454,000 140.31%
% of portfolio
0.42%
Previous 0.19%

Shares

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

Oct 31, 2024

BUY
$19.88 - $21.47 $585,803 - $632,656
29,467 Added 137.64%
50,876 $1.09 Million
Q2 2024

Aug 02, 2024

BUY
$20.61 - $24.42 $441,239 - $522,807
21,409 New
21,409 $454,000
Q4 2023

Feb 07, 2024

SELL
$16.95 - $20.98 $34,052 - $42,148
-2,009 Reduced 5.83%
32,456 $680,000
Q3 2023

Nov 02, 2023

SELL
$18.19 - $20.69 $57,935 - $65,897
-3,185 Reduced 8.46%
34,465 $643,000
Q2 2023

Aug 07, 2023

BUY
$18.23 - $19.98 $336,361 - $368,650
18,451 Added 96.1%
37,650 $752,000
Q1 2023

May 08, 2023

BUY
$18.61 - $23.88 $357,293 - $458,472
19,199 New
19,199 $370,000
Q4 2021

Feb 07, 2022

SELL
$31.04 - $37.25 $508,838 - $610,639
-16,393 Closed
0 $0
Q3 2021

Nov 02, 2021

SELL
$32.56 - $37.05 $286,918 - $326,484
-8,812 Reduced 34.96%
16,393 $555,000
Q1 2021

May 14, 2021

BUY
$30.11 - $35.9 $758,922 - $904,859
25,205 New
25,205 $792,000

Others Institutions Holding ACV

About Virtus AllianzGI Diversified Income & Convertible Fund


  • Ticker ACV
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Virtus Diversified Income & Convertible Fund is a closed-ended balanced 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 the public equity and fixed income markets. The fund primarily invests in diversified portfolio of convertible sec...
More about ACV
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