Stockman Wealth Management, Inc. Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund Transaction History

Stockman Wealth Management, Inc.

$778 Million
Q3 2025

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 16, 2025	BUY	$17.61 - $24.82 $143,186 - $201,811	8,131 New	8,131 $201,000
Q4 2024 Jan 28, 2025	BUY	$21.71 - $25.45 $183,037 - $214,568	8,431 New	8,431 $207,000
Q1 2023 May 04, 2023	SELL	$16.25 - $17.98 $10,432 - $11,543	-642 Reduced 3.67%	16,831 $292,000
Q4 2022 Feb 07, 2023	SELL	$15.13 - $17.49 $27,370 - $31,639	-1,809 Reduced 9.38%	17,473 $282,000
Q2 2022 Jul 28, 2022	SELL	$15.75 - $22.31 $27,562 - $39,042	-1,750 Reduced 8.32%	19,282 $312,000
Q1 2022 May 05, 2022	SELL	$19.81 - $25.99 $5,150 - $6,757	-260 Reduced 1.22%	21,032 $460,000
Q4 2021 Feb 08, 2022	BUY	$24.67 - $28.57 $14,802 - $17,142	600 Added 2.9%	21,292 $528,000
Q3 2021 Nov 02, 2021	BUY	$26.34 - $28.21 $14,487 - $15,515	550 Added 2.73%	20,692 $552,000
Q2 2021 Aug 12, 2021	BUY	$25.07 - $28.05 $173,258 - $193,853	6,911 Added 52.23%	20,142 $558,000
Q1 2021 May 05, 2021	BUY	$25.74 - $29.74 $340,565 - $393,489	13,231 New	13,231 $351,000

Others Institutions Holding AIO

# of Institutions

77

Shares Held

5.66M

Call Options Held

0

Put Options Held

0

About Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund

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

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