Sea Crest Wealth Management, LLC Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund Transaction History
Sea Crest Wealth Management, LLC
- $913 Million
- Q4 2025
A detailed history of Sea Crest Wealth Management, LLC transactions in Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 33,550 shares of AIO stock, worth $770,979. This represents 0.08% of its overall portfolio holdings.
Number of Shares
33,550
Previous 34,360
2.36%
Holding current value
$770,979
Previous $825,000
6.67%
% of portfolio
0.08%
Previous 0.09%
Shares
8 transactions
Others Institutions Holding AIO
# of Institutions
81Shares Held
5.97MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.16MShares$26.8 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC840KShares$19.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA639KShares$14.7 Million0.0% of portfolio
-
Ubs Group Ag478KShares$11 Million0.0% of portfolio
-
Advisors Asset Management, Inc. Monument, CO418KShares$9.61 Million0.18% of portfolio
About Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund
- Ticker AIO
- Exchange NYSE
- Sector N/A
- Industry N/A