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

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

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 22,455 shares of AIO stock, worth $570,357. This represents 0.04% of its overall portfolio holdings.

Number of Shares

22,455

Previous 17,951 25.09%

Holding current value

$570,357

Previous $394 Million 40.42%

% of portfolio

0.04%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

5.04M

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

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