WCG Wealth Advisors’s Advent Convertible and Income Fund AVK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$445K Buy
36,752
+17,554
+91% +$213K 0.03% 305
2025
Q1
$221K Buy
+19,198
New +$221K 0.02% 280