Alteri Wealth LLC Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund Transaction History

Alteri Wealth LLC

  • $258 Billion
  • Q2 2025

A detailed history of Alteri Wealth LLC transactions in Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund stock. As of the latest transaction made, Alteri Wealth LLC holds 15,795 shares of AIO stock, worth $372,288. This represents 0.15% of its overall portfolio holdings.

Number of Shares
15,795
Previous 14,045 12.46%
Holding current value
$372,288
Previous $290 Million 35.3%
% of portfolio
0.15%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$17.61 - $24.82 $30,817 - $43,435
1,750 Added 12.46%
15,795 $392 Million
Q1 2025

May 07, 2025
BUY
$20.63 - $25.57 $25,478 - $31,578
1,235 Added 9.64%
14,045 $290 Million
Q4 2024

Feb 14, 2025
BUY
$21.71 - $25.45 $278,105 - $326,014
12,810 New
12,810 $316 Million

Others Institutions Holding AIO

# of Institutions
75
Shares Held
36.4M
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
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