Summit Financial, LLC Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund Transaction History
Summit Financial, LLC
- $6 Billion
- Q3 2025
A detailed history of Summit Financial, LLC transactions in Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund stock. As of the latest transaction made, Summit Financial, LLC holds 97,663 shares of AIO stock, worth $2.24 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
97,663Holding current value
$2.24 Million% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding AIO
# of Institutions
79Shares 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