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icono de AVK

Advent Convertible and Income Fund
AVK

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Oppenheimer & Co
76
Oppenheimer & Co
New York
USD 151 k +USD 25 +2 +0%
Ellevest Inc
77
Ellevest Inc
New York
USD 144 k -USD 4.7 k -373 -3%
IMC Chicago
78
IMC Chicago
Illinois
USD 140 k +USD 135 k +10,715 Nuevas
Pinnacle Wealth Planning Services
79
Pinnacle Wealth Planning Services
Ohio
USD 133 k – – –
Harbour Investments
80
Harbour Investments
Wisconsin
USD 107 k – – –
MIA
81
MeadowBrook Investment Advisors
Michigan
USD 61.6 k – – –
Atlantic Union Bankshares
82
Atlantic Union Bankshares
Virginia
USD 61.6 k – – –
Clear Street
83
Clear Street
New York
USD 42.5 k +USD 40.9 k +3,247 Nuevas
Institute for Wealth Management
84
Institute for Wealth Management
Colorado
USD 40 k +USD 38.4 k +3,052 Nuevas
LFASL
85
Lugano Financial Advisors SA (LFA)
Switzerland
USD 36.1 k – – –
Blue Bell Private Wealth Management
86
Blue Bell Private Wealth Management
Pennsylvania
USD 32.1 k +USD 30.8 k +2,448 Nuevas
AIM
87
Axiom Investment Management
New York
USD 26.4 k +USD 1.21 k +96 +5%
Colonial Trust
88
Colonial Trust
South Carolina
USD 25.7 k – – –
US Bancorp
89
US Bancorp
Minnesota
USD 19.3 k – – –
GHP Investment Advisors
90
GHP Investment Advisors
Colorado
USD 17 k – – –
Keating Financial Advisory Services
91
Keating Financial Advisory Services
Kansas
USD 14.3 k – – –
Golden State Wealth Management
92
Golden State Wealth Management
California
USD 13.4 k – – –
TCM
93
Triumph Capital Management
Colorado
USD 13.4 k – – –
Federation des caisses Desjardins du Quebec
94
Federation des caisses Desjardins du Quebec
Quebec, Canada
USD 13.1 k – – –
Fortis Group Advisors
95
Fortis Group Advisors
New Jersey
USD 7.13 k – – –
GWP
96
Gen-Wealth Partners
Michigan
USD 6.48 k – – –
North Star Investment Management
97
North Star Investment Management
Illinois
USD 5.5 k – – –
Allworth Financial
98
Allworth Financial
California
USD 5.24 k – – –
JP Morgan Chase
99
JP Morgan Chase
New York
USD 5.22 k – – –
BOK Financial Private Wealth
100
BOK Financial Private Wealth
Colorado
USD 3.98 k +USD 3.83 k +304 Nuevas
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