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ícone de AVK

Advent Convertible and Income Fund
AVK

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
SC
26
Stolper & Co
Oklahoma
US$ 861 mil +US$ 34,2 mil +2.719 +4%
Bank of America
27
Bank of America
North Carolina
US$ 852 mil +US$ 57,4 mil +4.558 +8%
Stifel Financial
28
Stifel Financial
Missouri
US$ 828 mil +US$ 87,7 mil +6.963 +12%
Formidable Asset Management
29
Formidable Asset Management
Ohio
US$ 825 mil -US$ 16,4 mil -1.303 -2%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
US$ 735 mil -US$ 116 mil -9.251 -14%
Modern Wealth Management
31
Modern Wealth Management
Kansas
US$ 711 mil +US$ 907 +72 +0,1%
PFG Investments
32
PFG Investments
New York
US$ 659 mil -US$ 79,1 mil -6.285 -11%
IAIM
33
International Assets Investment Management
Florida
US$ 622 mil – – –
Waverly Advisors
34
Waverly Advisors
Alabama
US$ 607 mil -US$ 43,4 mil -3.446 -7%
Quarry LP
35
Quarry LP
New York
US$ 581 mil +US$ 25 mil +1.988 +5%
Heron Bay Capital Management
36
Heron Bay Capital Management
Michigan
US$ 561 mil – – –
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
US$ 551 mil +US$ 37 mil +2.940 +8%
Concurrent Investment Advisors
38
Concurrent Investment Advisors
Florida
US$ 521 mil -US$ 13,7 mil -1.090 -3%
Ameritas Advisory Services
39
Ameritas Advisory Services
Nebraska
US$ 515 mil +US$ 76,3 mil +6.063 +18%
PFO
40
PMG Family Office
Texas
US$ 513 mil +US$ 75,8 mil +6.022 +18%
Calamos Advisors
41
Calamos Advisors
Illinois
US$ 500 mil +US$ 324 mil +25.767 +207%
WWA
42
WCG Wealth Advisors
Nevada
US$ 481 mil – – –
SCM
43
Sage Capital Management
New Jersey
US$ 474 mil – – –
TPWM
44
Twelve Points Wealth Management
Massachusetts
US$ 456 mil +US$ 13 +1 +0%
Integrated Wealth Concepts
45
Integrated Wealth Concepts
Massachusetts
US$ 451 mil -US$ 47,4 mil -3.766 -10%
XTX Topco
46
XTX Topco
Cayman Islands
US$ 436 mil +US$ 419 mil +33.273 Nova
Kestra Advisory Services
47
Kestra Advisory Services
Texas
US$ 434 mil +US$ 84,6 mil +6.722 +25%
CWM
48
Centurion Wealth Management
Virginia
US$ 430 mil +US$ 315 +25 +0,1%
SFS
49
Shaker Financial Services
Virginia
US$ 393 mil -US$ 81,2 mil -6.451 -18%
Moors & Cabot
50
Moors & Cabot
Massachusetts
US$ 377 mil – – –
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