IWC
AVK

Integrated Wealth Concepts’s Advent Convertible and Income Fund AVK Stock Holding History

Integrated Wealth Concepts’s Portfolio AVK Stock Details AVK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$376K Buy
31,021
+11,024
+55% +$134K ﹤0.01% 1433
2025
Q1 		$231K Buy
+19,997
New +$231K ﹤0.01% 1552