Goal Vest Advisory LLC Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund Transaction History
Goal Vest Advisory LLC
- $453 Million
- Q3 2025
A detailed history of Goal Vest Advisory LLC transactions in Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund stock. As of the latest transaction made, Goal Vest Advisory LLC holds 201 shares of AIO stock, worth $4,924. This represents 0.0% of its overall portfolio holdings.
Number of Shares
201Holding current value
$4,924% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding AIO
# of Institutions
77Shares Held
5.66MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.19MShares$29.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC756KShares$18.5 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA629KShares$15.4 Million0.0% of portfolio
-
Advisors Asset Management, Inc. Monument, CO515KShares$12.6 Million0.24% of portfolio
-
Ubs Group Ag448KShares$11 Million0.0% of portfolio
About Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund
- Ticker AIO
- Exchange NYSE
- Sector N/A
- Industry N/A