Kingswood Wealth Advisors, LLC Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund Transaction History

Kingswood Wealth Advisors, LLC

  • $1.11 Trillion
  • Q2 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 17,846 shares of AIO stock, worth $392,076. This represents 0.03% of its overall portfolio holdings.

Number of Shares
17,846
Previous 13,436 32.82%
Holding current value
$392,076
Previous $270 Million 43.68%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024
BUY
$18.76 - $21.71 $82,731 - $95,741
4,410 Added 32.82%
17,846 $387 Million
Q1 2024

Apr 15, 2024
BUY
$17.13 - $20.16 $230,158 - $270,869
13,436 New
13,436 $270 Million
Q3 2023

Oct 23, 2023
BUY
$16.3 - $19.01 $29,959 - $34,940
1,838 Added 14.97%
14,114 $233 Million
Q2 2023

Aug 09, 2023
BUY
$16.2 - $18.42 $198,871 - $226,123
12,276 New
12,276 $226 Million

Others Institutions Holding AIO

# of Institutions
54
Shares Held
4.54M
Call Options Held
0
Put Options Held
0
View Full List

About Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund

AIO Quotes by TradingView
  • Ticker AIO
  • Exchange NYSE
  • Sector N/A
  • Industry N/A
More about AIO
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email