Stock TransactionsADVENT CONV & INCOME FD

Total Bought
66,336
11 transactions
Total Sold
249,041
10 transactions
Net
-182,705
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
Cyndeo Wealth Partners, LLC117,865138,145+20,2800.080.09+0.01buy
Koshinski Asset Management, Inc.445,813465,158+19,3450.380.38-0.01buy
FCA CORP /TX218,186231,225+13,0390.770.82+0.04buy
Arete Wealth Advisors, LLC296,531308,048+11,5170.240.27+0.03buy
Stolper Co61,08661,919+8330.240.23-0.01buy
Centurion Wealth Management LLC32,27332,773+5000.090.09-0.00buy
Oxbow Advisors, LLC14,30214,696+3940.020.02-0.00buy
Ellevest, Inc.10,76211,061+2990.020.02-0.00buy
Encompass More Asset Management14,32214,422+1000.040.03-0.00buy
Vanguard Capital Wealth Advisors20,28820,315+270.210.20-0.00buy
Twelve Points Wealth Management LLC34,78134,783+20.110.10-0.01buy
Windsor Capital Management, LLC20,88220,553-3290.070.07-0.00sell
LEVEL FOUR ADVISORY SERVICES, LLC13,44313,094-3490.010.01-0.00sell
Tactive Advisors, LLC15,33114,455-8760.060.05-0.00sell
CALTON & ASSOCIATES, INC.11,74910,856-8930.020.02-0.00sell
NWF Advisory Services Inc.71,99370,893-1,1000.100.10-0.00sell
Formidable Asset Management, LLC93,33189,316-4,0150.180.17-0.01sell
Ameritas Advisory Services, LLC38,10933,246-4,8630.030.02-0.02sell
Modern Wealth Management, LLC73,28761,831-11,4560.020.01-0.00sell
Shaker Financial Services, LLC48,11020,934-27,1760.210.08-0.13sell
ABSOLUTE INVESTMENT ADVISERS, LLC256,98659,002-197,9840.410.09-0.33sell
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