Cornerstone Planning Group LLC Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund Transaction History

Cornerstone Planning Group LLC

  • $624 Billion
  • Q3 2025

A detailed history of Cornerstone Planning Group LLC transactions in Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 1,116 shares of AIO stock, worth $25,645. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,116
Previous 102 994.12%
Holding current value
$25,645
Previous $2.5 Million 15309.41%
% of portfolio
0.06%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$23.75 - $25.0 $24,082 - $25,350
1,014 Added 994.12%
1,116 $385 Million
Q2 2025

Aug 11, 2025
SELL
$17.61 - $24.82 $369 - $521
-21 Reduced 17.07%
102 $2.5 Million
Q1 2025

Apr 30, 2025
BUY
$20.63 - $25.57 $2,537 - $3,145
123 New
123 $2.45 Million

Others Institutions Holding AIO

# of Institutions
79
Shares Held
5.99M
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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