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 $567,437. This represents 0.04% of its overall portfolio holdings.

Number of Shares

22,455

Previous 17,951 25.09%

Holding current value

$567,437

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

5.01M

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Account

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