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Advent Convertible and Income Fund

名稱 持股 交易金額 股數
變動
持股
變動
Oppenheimer & Co
76
Oppenheimer & Co
New York
US$15.1萬 +US$25 +2 +0%
Ellevest Inc
77
Ellevest Inc
New York
US$14.4萬 -US$4,697 -373 -3%
IMC Chicago
78
IMC Chicago
Illinois
US$14萬 +US$13.5萬 +10,715 新
Pinnacle Wealth Planning Services
79
Pinnacle Wealth Planning Services
Ohio
US$13.3萬 – – –
Harbour Investments
80
Harbour Investments
Wisconsin
US$10.7萬 – – –
MeadowBrook Investment Advisors
81
MeadowBrook Investment Advisors
Michigan
US$6.16萬 – – –
Atlantic Union Bankshares
82
Atlantic Union Bankshares
Virginia
US$6.16萬 – – –
Clear Street
83
Clear Street
New York
US$4.25萬 +US$4.09萬 +3,247 新
Institute for Wealth Management
84
Institute for Wealth Management
Colorado
US$4萬 +US$3.84萬 +3,052 新
MCFP
85
McCarley & Cook Financial Planners
Ohio
US$3.67萬 – – –
Lugano Financial Advisors SA (LFA)
86
Lugano Financial Advisors SA (LFA)
Switzerland
US$3.61萬 – – –
Blue Bell Private Wealth Management
87
Blue Bell Private Wealth Management
Pennsylvania
US$3.21萬 +US$3.08萬 +2,448 新
AIM
88
Axiom Investment Management
New York
US$2.64萬 +US$1,209 +96 +5%
Colonial Trust
89
Colonial Trust
South Carolina
US$2.57萬 – – –
US Bancorp
90
US Bancorp
Minnesota
US$1.93萬 – – –
GHP Investment Advisors
91
GHP Investment Advisors
Colorado
US$1.7萬 – – –
Keating Financial Advisory Services
92
Keating Financial Advisory Services
Kansas
US$1.43萬 – – –
Golden State Wealth Management
93
Golden State Wealth Management
California
US$1.34萬 – – –
Triumph Capital Management
94
Triumph Capital Management
Colorado
US$1.34萬 – – –
Federation des caisses Desjardins du Quebec
95
Federation des caisses Desjardins du Quebec
Quebec, Canada
US$1.31萬 – – –
Fortis Group Advisors
96
Fortis Group Advisors
New Jersey
US$7,126 – – –
Gen-Wealth Partners
97
Gen-Wealth Partners
Michigan
US$6,485 – – –
North Star Investment Management
98
North Star Investment Management
Illinois
US$5,499 – – –
Allworth Financial
99
Allworth Financial
California
US$5,240 – – –
JP Morgan Chase
100
JP Morgan Chase
New York
US$5,216 – – –