Creative One Wealth, LLC Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund Transaction History

Creative One Wealth, LLC

  • $2.98 Billion
  • Q1 2025

A detailed history of Creative One Wealth, LLC transactions in Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund stock. As of the latest transaction made, Creative One Wealth, LLC holds 36,977 shares of AIO stock, worth $869,329. This represents 0.03% of its overall portfolio holdings.

Number of Shares
36,977
Previous 45,093 18.0%
Holding current value
$869,329
Previous $1.11 Million 31.41%
% of portfolio
0.03%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$20.63 - $25.57 $167,433 - $207,526
-8,116 Reduced 18.0%
36,977 $762,000
Q4 2024

Feb 13, 2025
BUY
$21.71 - $25.45 $978,969 - $1.15 Million
45,093 New
45,093 $1.11 Million

Others Institutions Holding AIO

# of Institutions
69
Shares Held
5.44M
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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