Walled Lake Planning & Wealth Management, LLC Virtus Allianz Gi Diversified Income & Convertible Fund Transaction History

Walled Lake Planning & Wealth Management, LLC

$246 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	SELL	$18.61 - $25.84 $154,314 - $214,265	-8,292 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$30.11 - $35.9 $249,672 - $297,682	8,292 New	8,292 $261,000

Others Institutions Holding ACV

# of Institutions

Shares Held

2.08M

Call Options Held

Put Options Held

Wells Fargo & Company San Francisco, CA

490K
Shares

$10.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

276K
Shares

$6.12 Million
0.0% of portfolio
Advisors Asset Management, Inc. Monument, CO

246K
Shares

$5.46 Million
0.1% of portfolio
Guggenheim Capital LLC Chicago, IL

216K
Shares

$4.8 Million
0.03% of portfolio
Raymond James & Associates St Petersburg, FL

136K
Shares

$3.03 Million
0.0% of portfolio

View Full List

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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