Sugarloaf Wealth Management, LLC - VIRTUS ALLIANZGI DIVERSIFIED ownership

VIRTUS ALLIANZGI DIVERSIFIED's ticker is ACV and the CUSIP is 92840N100. A total of 27 filers reported holding VIRTUS ALLIANZGI DIVERSIFIED in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of VIRTUS ALLIANZGI DIVERSIFIED
ValueSharesWeighting
Q1 2023$34,477
+7.9%
1,785
+3.7%
0.01%0.0%
Q4 2022$31,959
+6.5%
1,722
+2.9%
0.01%0.0%
Q3 2022$30,000
-6.2%
1,674
+2.6%
0.01%0.0%
Q2 2022$32,000
-22.0%
1,632
+2.4%
0.01%
-20.0%
Q1 2022$41,000
-4.7%
1,594
+20.5%
0.01%0.0%
Q4 2021$43,000
-2.3%
1,323
+1.5%
0.01%
-16.7%
Q3 2021$44,000
-2.2%
1,304
+1.5%
0.01%0.0%
Q2 2021$45,000
+12.5%
1,285
+1.6%
0.01%0.0%
Q1 2021$40,0001,2650.01%
Other shareholders
VIRTUS ALLIANZGI DIVERSIFIED shareholders Q3 2023
NameSharesValueWeighting ↓
Advisors Asset Management, Inc. 656,788$22,252,0000.34%
Shaker Financial Services, LLC 16,393$555,0000.22%
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 8,292$281,0000.17%
GUGGENHEIM CAPITAL LLC 321,412$10,890,0000.06%
Kovack Advisors, Inc. 10,500$356,0000.04%
Hennion & Walsh Asset Management, Inc. 18,593$630,0000.03%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 6,400$217,0000.02%
B. Riley Wealth Advisors, Inc. 12,325$418,0000.01%
DAVENPORT & Co LLC 51,973$1,761,0000.01%
Sugarloaf Wealth Management, LLC 1,304$44,0000.01%
View complete list of VIRTUS ALLIANZGI DIVERSIFIED shareholders