David J Yvars Group Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund Transaction History

David J Yvars Group

$185 Million
Q3 2025

A detailed history of David J Yvars Group transactions in Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund stock. As of the latest transaction made, David J Yvars Group holds 11,972 shares of AIO stock, worth $275,116. This represents 0.15% of its overall portfolio holdings.

Number of Shares

11,972

Previous 11,885 0.73%

Holding current value

$275,116

Previous $294,000 2.38%

% of portfolio

0.15%

Previous 0.17%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$23.75 - $25.0 $2,066 - $2,175	87 Added 0.73%	11,972 $287,000
Q2 2025 Jul 09, 2025	SELL	$17.61 - $24.82 $24,794 - $34,946	-1,408 Reduced 10.59%	11,885 $294,000
Q1 2025 Apr 16, 2025	BUY	$20.63 - $25.57 $23,497 - $29,124	1,139 Added 9.37%	13,293 $274,000
Q4 2024 Jan 13, 2025	BUY	$21.71 - $25.45 $10,464 - $12,266	482 Added 4.13%	12,154 $299,000
Q3 2024 Oct 31, 2024	BUY	$19.84 - $22.08 $231,572 - $257,717	11,672 New	11,672 $256,000

Others Institutions Holding AIO

# of Institutions

Shares Held

5.96M

Call Options Held

Put Options Held

View Full List

About Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund

Ticker AIO
Exchange NYSE
Sector N/A
Industry N/A

More about AIO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of David J Yvars Group, based on Form 13F filings with the SEC.

News

Stay updated on David J Yvars Group with notifications on news.

Account

David J Yvars Group Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund Transaction History