Kingswood Wealth Advisors, LLC Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 17,846 shares of AIO stock, worth $392,076. This represents 0.03% of its overall portfolio holdings.
Number of Shares
17,846
Previous 13,436
32.82%
Holding current value
$392,076
Previous $270 Million
43.68%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding AIO
# of Institutions
54Shares Held
4.54MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.15MShares$25.3 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC541KShares$11.9 Million0.0% of portfolio
-
Advisors Asset Management, Inc. Monument, CO515KShares$11.3 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA424KShares$9.31 Million0.0% of portfolio
-
Ubs Group Ag404KShares$8.88 Million0.0% of portfolio
About Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund
- Ticker AIO
- Exchange NYSE
- Sector N/A
- Industry N/A