MWM
AVK.RT

Modern Wealth Management’s Advent Convertible and Income Fund Rights (expiring October 17, 2024) AVK.RT Stock Holding History

Modern Wealth Management’s Portfolio AVK.RT Stock Details AVK.RT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-54,980
Closed -$1.09K – 607
2024
Q3 		$1.09K Buy
+54,980
New +$1.09K ﹤0.01% 435