Shaker Financial Services, LLC
Holdings in AVK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $262,512 | 20,934 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $615,326 | 48,110 | Shares | Sole | 2025-10-22 |
| 2025-03-31 | $235,454 | 20,421 | Shares | Sole | 2025-05-09 |
| 2024-09-30 | $488,337 | 41,596 | Shares | Sole | 2024-10-31 |
| 2024-03-31 | $1,160,238 | 99,796 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $2,524,438 | 227,821 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $2,151,958 | 210,683 | Shares | Sole | 2023-11-02 |
| 2023-06-30 | $1,606,339 | 140,760 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $938,983 | 83,420 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $1,030,168 | 97,063 | Shares | Sole | 2023-02-03 |
| 2021-06-30 | $922,746 | 49,178 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $693,192 | 40,289 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $315,665 | 19,624 | Shares | Sole | 2021-02-03 |
| 2020-06-30 | $366,379 | 28,767 | Shares | Sole | 2020-08-06 |