Geneos Wealth Management Inc. - ADVENT CLAYMORE CV SECS & IN ownership

ADVENT CLAYMORE CV SECS & IN's ticker is AVK and the CUSIP is 00764C109. A total of 2 filers reported holding ADVENT CLAYMORE CV SECS & IN in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ADVENT CLAYMORE CV SECS & IN
ValueSharesWeighting
Q3 2023$105,939
-10.5%
10,0990.0%0.01%
-16.7%
Q2 2023$118,360
+10246.2%
10,099
+10101.0%
0.01%
Q1 2023$1,144
-99.0%
99
-99.0%
0.00%
-100.0%
Q4 2022$110,079
+2.9%
10,0990.0%0.01%0.0%
Q3 2022$107,000
-13.0%
10,0990.0%0.01%
+16.7%
Q2 2022$123,000
-22.2%
10,0990.0%0.01%
-14.3%
Q1 2022$158,000
-15.1%
10,0990.0%0.01%0.0%
Q4 2021$186,000
+2.2%
10,0990.0%0.01%0.0%
Q3 2021$182,000
-6.7%
10,0990.0%0.01%
-12.5%
Q2 2021$195,000
+19400.0%
10,099
+10101.0%
0.01%
Q1 2021$1,0000.0%990.0%0.00%
Q4 2020$1,000
-95.7%
99
-94.2%
0.00%
-100.0%
Q3 2020$23,000
+2200.0%
1,719
+1636.4%
0.00%
Q2 2020$1,0000.0%990.0%0.00%
Q1 2020$1,0000.0%990.0%0.00%
Q4 2019$1,0000.0%990.0%0.00%
Q3 2019$1,0000.0%990.0%0.00%
Q2 2019$1,0000.0%990.0%0.00%
Q1 2019$1,0000.0%990.0%0.00%
Q4 2018$1,0000.0%990.0%0.00%
Q3 2018$1,000990.00%
Other shareholders
ADVENT CLAYMORE CV SECS & IN shareholders Q4 2023
NameSharesValueWeighting ↓
Shaker Financial Services, LLC 210,683$2,210,0651.03%
Arete Wealth Advisors, LLC 293,603$3,079,8910.53%
Wealth Management Solutions, LLC 59,694$626,1900.43%
Edmonds Duncan Registered Investment Advisors, LLC 144,627$1,517,1370.43%
FCA CORP /TX 106,807$1,120,4040.42%
Koshinski Asset Management, Inc. 281,401$2,951,8970.34%
Formidable Asset Management, LLC 132,436$1,389,2540.31%
Stolper Co 54,353$5700.25%
Twelve Points Wealth Management LLC 38,876$407,8130.20%
Vanguard Capital Wealth Advisors 19,670$206,3340.19%
View complete list of ADVENT CLAYMORE CV SECS & IN shareholders