9258 Wealth Management’s Advent Convertible and Income Fund Rights AVK.RT Stock Holding History

9258 Wealth Management’s Portfolio AVK.RT Stock Details AVK.RT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$1.19K	Buy	+59,548	New	+$3.37K	﹤0.01%	356

Other funds holding AVK.RT

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AGM

Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

9258 Wealth Management's AVK.RT Position: Q3 2024 in Review

9258 Wealth Management opened a new position in Advent Convertible and Income Fund Rights (AVK.RT) in Q3 2024: 59,548 shares worth $1.19K. The stake represents ﹤0.01% of the portfolio and ranks #356 among its holdings.

64 funds tracked by Wall St. Rank hold AVK.RT as of Q3 2024.

9258 Wealth Management held 59,548 shares of Advent Convertible and Income Fund Rights worth $1.19K as of Q3 2024.
Advent Convertible and Income Fund Rights was a new 9258 Wealth Management position in Q3 2024.
Advent Convertible and Income Fund Rights made up ﹤0.01% of 9258 Wealth Management's portfolio in Q3 2024, its #356 holding.
64 funds tracked by Wall St. Rank held Advent Convertible and Income Fund Rights as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.