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ícone de AVK

Advent Convertible and Income Fund
AVK

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Oppenheimer & Co
76
Oppenheimer & Co
New York
US$ 151 mil +US$ 25 +2 +0%
Ellevest Inc
77
Ellevest Inc
New York
US$ 144 mil -US$ 4,7 mil -373 -3%
IMC Chicago
78
IMC Chicago
Illinois
US$ 140 mil +US$ 135 mil +10.715 Nova
Pinnacle Wealth Planning Services
79
Pinnacle Wealth Planning Services
Ohio
US$ 133 mil – – –
Harbour Investments
80
Harbour Investments
Wisconsin
US$ 107 mil – – –
MIA
81
MeadowBrook Investment Advisors
Michigan
US$ 61,6 mil – – –
Atlantic Union Bankshares
82
Atlantic Union Bankshares
Virginia
US$ 61,6 mil – – –
Clear Street
83
Clear Street
New York
US$ 42,5 mil +US$ 40,9 mil +3.247 Nova
Institute for Wealth Management
84
Institute for Wealth Management
Colorado
US$ 40 mil +US$ 38,4 mil +3.052 Nova
LFASL
85
Lugano Financial Advisors SA (LFA)
Switzerland
US$ 36,1 mil – – –
Blue Bell Private Wealth Management
86
Blue Bell Private Wealth Management
Pennsylvania
US$ 32,1 mil +US$ 30,8 mil +2.448 Nova
AIM
87
Axiom Investment Management
New York
US$ 26,4 mil +US$ 1,21 mil +96 +5%
Colonial Trust
88
Colonial Trust
South Carolina
US$ 25,7 mil – – –
US Bancorp
89
US Bancorp
Minnesota
US$ 19,3 mil – – –
GHP Investment Advisors
90
GHP Investment Advisors
Colorado
US$ 17 mil – – –
Keating Financial Advisory Services
91
Keating Financial Advisory Services
Kansas
US$ 14,3 mil – – –
Golden State Wealth Management
92
Golden State Wealth Management
California
US$ 13,4 mil – – –
TCM
93
Triumph Capital Management
Colorado
US$ 13,4 mil – – –
Federation des caisses Desjardins du Quebec
94
Federation des caisses Desjardins du Quebec
Quebec, Canada
US$ 13,1 mil – – –
Fortis Group Advisors
95
Fortis Group Advisors
New Jersey
US$ 7,13 mil – – –
GWP
96
Gen-Wealth Partners
Michigan
US$ 6,48 mil – – –
North Star Investment Management
97
North Star Investment Management
Illinois
US$ 5,5 mil – – –
Allworth Financial
98
Allworth Financial
California
US$ 5,24 mil – – –
JP Morgan Chase
99
JP Morgan Chase
New York
US$ 5,22 mil – – –
BOK Financial Private Wealth
100
BOK Financial Private Wealth
Colorado
US$ 3,98 mil +US$ 3,83 mil +304 Nova
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