Stock TransactionsADVENT CONV & INCOME FD

Total Bought
53,377
11 transactions
Total Sold
580,864
9 transactions
Net
-527,487
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
WCG Wealth Advisors LLC19,19836,752+17,5540.020.03+0.01buy
FCA CORP /TX194,952208,677+13,7250.720.76+0.04buy
Koshinski Asset Management, Inc.424,446432,898+8,4520.420.40-0.02buy
Moors & Cabot, Inc.23,00029,500+6,5000.010.02+0.00buy
Stolper Co55,59260,997+5,4050.210.24+0.03buy
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC45,43646,036+6000.050.04-0.00buy
Oxbow Advisors, LLC13,62614,035+4090.020.02+0.00buy
Ellevest, Inc.10,15410,465+3110.010.02+0.01buy
Trust Investment Advisors12,05912,361+3020.090.09+0.00buy
Encompass More Asset Management14,18014,270+900.050.04-0.01buy
Vanguard Capital Wealth Advisors20,23220,261+290.290.24-0.04buy
NWF Advisory Services Inc.72,95172,893-580.120.11-0.01sell
Twelve Points Wealth Management LLC34,84934,780-690.110.11+0.00sell
CALTON & ASSOCIATES, INC.11,76511,473-2920.030.02-0.01sell
MeadowBrook Investment Advisors LLC4,4554,155-3000.050.04-0.00sell
Windsor Capital Management, LLC21,82521,329-4960.080.08-0.00sell
Calamos Advisors LLC31,50228,982-2,5200.000.00-0.00sell
Arete Wealth Advisors, LLC323,401310,918-12,4830.280.27-0.02sell
ABSOLUTE INVESTMENT ADVISERS, LLC789,946616,686-173,2601.330.92-0.41sell
SIT INVESTMENT ASSOCIATES INC4,069,9773,678,591-391,3861.100.95-0.15sell
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