Kingswood Wealth Advisors, LLC Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 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 17,951 shares of AIO stock, worth $425,618. This represents 0.03% of its overall portfolio holdings.

Number of Shares
17,951
Previous 17,846 0.59%
Holding current value
$425,618
Previous $387 Million 1.78%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$19.84 - $22.08 $2,083 - $2,318
105 Added 0.59%
17,951 $394 Million
Q2 2024

Jul 09, 2024
BUY
$18.76 - $21.71 $82,731 - $95,741
4,410 Added 32.82%
17,846 $387 Million
Q1 2024

Apr 15, 2024
BUY
$17.13 - $20.16 $230,158 - $270,869
13,436 New
13,436 $270 Million
Q3 2023

Oct 23, 2023
BUY
$16.3 - $19.01 $29,959 - $34,940
1,838 Added 14.97%
14,114 $233 Million
Q2 2023

Aug 09, 2023
BUY
$16.2 - $18.42 $198,871 - $226,123
12,276 New
12,276 $226 Million

Others Institutions Holding AIO

# of Institutions
55
Shares Held
4.99M
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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