Sea Crest Wealth Management, LLC Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund Transaction History

Sea Crest Wealth Management, LLC

  • $902 Million
  • Q3 2024

A detailed history of Sea Crest Wealth Management, LLC transactions in Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 24,150 shares of AIO stock, worth $598,437. This represents 0.06% of its overall portfolio holdings.

Number of Shares
24,150
Previous 16,550 45.92%
Holding current value
$598,437
Previous $359,000 47.63%
% of portfolio
0.06%
Previous 0.04%

Shares

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

Oct 16, 2024
BUY
$19.84 - $22.08 $150,784 - $167,808
7,600 Added 45.92%
24,150 $530,000
Q2 2024

Jul 19, 2024
BUY
$18.76 - $21.71 $122,878 - $142,200
6,550 Added 65.5%
16,550 $359,000
Q1 2024

Apr 18, 2024
BUY
$17.13 - $20.16 $171,300 - $201,600
10,000 New
10,000 $200,000

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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