LFAS
AIO

Level Four Advisory Services’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Level Four Advisory Services’s Portfolio AIO Stock Details AIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,250
Closed -$203K – 754
2024
Q4 		$203K Buy
+8,250
New +$203K 0.01% 716
2023
Q3 		– Sell
-13,930
Closed -$256K – 759
2023
Q2 		$256K Buy
13,930
+1,200
+9% +$22.1K 0.02% 661
2023
Q1 		$222K Buy
+12,730
New +$222K 0.01% 666