Wealth Enhancement Advisory Services, LLC Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund Transaction History

Wealth Enhancement Advisory Services, LLC

  • $49 Billion
  • Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 43,902 shares of AIO stock, worth $1.06 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
43,902
Previous 52,786 16.83%
Holding current value
$1.06 Million
Previous $1.3 Million 30.44%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
$20.63 - $25.57 $183,276 - $227,163
-8,884 Reduced 16.83%
43,902 $905,000
Q4 2024

Mar 17, 2025
BUY
$21.71 - $25.45 $95,871 - $112,387
4,416 Added 9.13%
52,786 $1.3 Million
Q3 2024

Oct 23, 2024
BUY
$19.84 - $22.08 $62,912 - $70,015
3,171 Added 7.02%
48,370 $1.06 Million
Q2 2024

Jul 16, 2024
BUY
$18.76 - $21.71 $847,933 - $981,270
45,199 New
45,199 $981,000

Others Institutions Holding AIO

# of Institutions
69
Shares Held
5.44M
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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