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

Wealth Enhancement Advisory Services, LLC

$55.6 Billion
Q2 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 44,777 shares of AIO stock, worth $1.09 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

44,777

Previous 43,902 1.99%

Holding current value

$1.09 Million

Previous $905,000 22.76%

% of portfolio

0.0%

Previous 0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$17.61 - $24.82 $15,408 - $21,717	875 Added 1.99%	44,777 $1.11 Million
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

Shares Held

36.4M

Call Options Held

Put Options Held

View Full List

About Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund

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

More about AIO

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