Sea Crest Wealth Management, LLC Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund Transaction History

Sea Crest Wealth Management, LLC

  • $852 Million
  • Q1 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 19,900 shares of AIO stock, worth $386,060. This represents 0.05% of its overall portfolio holdings.

Number of Shares
19,900
Previous 21,350 6.79%
Holding current value
$386,060
Previous $526,000 20.34%
% of portfolio
0.05%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
SELL
$20.63 - $25.57 $29,913 - $37,076
-1,450 Reduced 6.79%
19,900 $419,000
Q4 2024

Jan 14, 2025
SELL
$21.71 - $25.45 $60,788 - $71,260
-2,800 Reduced 11.59%
21,350 $526,000
Q3 2024

Oct 16, 2024
BUY
$19.84 - $22.08 $150,784 - $167,808
7,600 Added 45.92%
24,150 $530,000
Q2 2024

Jul 19, 2024
BUY
$18.76 - $21.71 $122,878 - $142,200
6,550 Added 65.5%
16,550 $359,000
Q1 2024

Apr 18, 2024
BUY
$17.13 - $20.16 $171,300 - $201,600
10,000 New
10,000 $200,000

Others Institutions Holding AIO

# of Institutions
68
Shares Held
5.37M
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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