Stock TransactionsADVENT CONV & INCOME FD

Total Bought
71,185
12 transactions
Total Sold
129,535
8 transactions
Net
-58,350
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
Koshinski Asset Management, Inc.297,383328,444+31,0610.360.36+0.00buy
PFG Investments, LLC37,38362,034+24,6510.030.05+0.03buy
Sage Capital Management, LLC20,50024,200+3,7000.130.15+0.02buy
FCA CORP /TX129,928133,619+3,6910.500.51+0.01buy
Compound Planning, Inc.16,78220,271+3,4890.020.02-0.00buy
Jaffetilchin Investment Partners, LLC10,85814,080+3,2220.010.01+0.00buy
Oxbow Advisors, LLC22,11122,764+6530.040.03-0.00buy
Stolper Co56,65856,996+3380.240.24-0.00buy
Gilliland Jeter Wealth Management LLC4,7894,982+1930.020.02+0.00buy
Windsor Capital Management, LLC21,92622,092+1660.080.08+0.00buy
MELFA WEALTH MANAGEMENT, INC.11,28311,302+190.100.09-0.00buy
Twelve Points Wealth Management LLC35,88235,884+20.160.15-0.01buy
Concurrent Investment Advisors, LLC15,48315,432-510.010.01-0.00sell
Pinnacle Wealth Planning Services, Inc.16,80516,441-3640.030.03-0.00sell
Vanguard Capital Wealth Advisors20,62120,154-4670.170.16-0.01sell
NWF Advisory Services Inc.76,34674,951-1,3950.150.14-0.01sell
Ameritas Advisory Services, LLC27,01724,892-2,1250.010.01-0.00sell
Formidable Asset Management, LLC131,442128,465-2,9770.260.25-0.01sell
Arete Wealth Advisors, LLC327,314291,784-35,5300.360.28-0.08sell
AQR Arbitrage LLC165,98779,361-86,6260.070.02-0.04sell
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