A detailed history of Steward Partners Investment Advisory, LLC transactions in Virtus Allianz Gi Diversified Income & Convertible Fund stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 3,200 shares of ACV stock, worth $70,400. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,200
Previous 3,200 -0.0%
Holding current value
$70,400
Previous $67,000 1.49%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2023

BUY
$18.23 - $19.98 $18,230 - $19,980
1,000 Added 45.45%
3,200 $63,000
Q1 2023

May 15, 2023

BUY
$18.61 - $23.88 $7,444 - $9,552
400 Added 22.22%
2,200 $42,000
Q4 2022

Feb 15, 2023

BUY
$17.77 - $21.31 $7,108 - $8,524
400 Added 28.57%
1,800 $33,000
Q3 2022

Nov 10, 2022

BUY
$17.55 - $24.03 $3,510 - $4,806
200 Added 16.67%
1,400 $25,000
Q2 2022

Aug 04, 2022

SELL
$18.61 - $25.84 $5,583 - $7,752
-300 Reduced 20.0%
1,200 $23,000
Q4 2021

Feb 08, 2022

BUY
$31.04 - $37.25 $9,312 - $11,175
300 Added 25.0%
1,500 $48,000
Q2 2021

Aug 13, 2021

BUY
$31.59 - $34.7 $3,316 - $3,643
105 Added 9.59%
1,200 $42,000
Q1 2021

May 14, 2021

BUY
$30.11 - $35.9 $32,970 - $39,310
1,095 New
1,095 $34,000

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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