J.W. Cole Advisors, Inc. Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund Transaction History

J.W. Cole Advisors, Inc.

  • $5.04 Billion
  • Q3 2025

A detailed history of J.W. Cole Advisors, Inc. transactions in Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 9,618 shares of AIO stock, worth $221,021. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,618
Previous 8,079 19.05%
Holding current value
$221,021
Previous $200,000 15.5%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 04, 2025
BUY
$23.75 - $25.0 $36,551 - $38,475
1,539 Added 19.05%
9,618 $231,000
Q2 2025

Aug 12, 2025
BUY
$17.61 - $24.82 $142,271 - $200,520
8,079 New
8,079 $200,000

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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