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

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025

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 32,686 shares of AIO stock, worth $751,124. This represents 0.05% of its overall portfolio holdings.

Number of Shares
32,686
Previous 29,530 10.69%
Holding current value
$751,124
Previous $733 Million 7.16%
% of portfolio
0.05%
Previous 0.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$23.75 - $25.0 $74,955 - $78,900
3,156 Added 10.69%
32,686 $785 Million
Q2 2025

Jul 23, 2025
BUY
$17.61 - $24.82 $102,067 - $143,856
5,796 Added 24.42%
29,530 $733 Million
Q1 2025

Jul 25, 2025
SELL
$20.63 - $25.57 $119,571 - $148,203
-5,796 Reduced 19.63%
23,734 $490 Million
Q1 2025

Apr 21, 2025
BUY
$20.63 - $25.57 $26,385 - $32,704
1,279 Added 5.7%
23,734 $490 Million
Q4 2024

Jan 22, 2025
BUY
$21.71 - $25.45 $97,781 - $114,626
4,504 Added 25.09%
22,455 $554 Million
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
79
Shares Held
5.97M
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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