LWCFA
AIO

Loring Wolcott & Coolidge Fiduciary Advisors’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio AIO Stock Details AIO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-400
Closed -$7.92K – 521
2025
Q1 		$7.92K Buy
+400
New +$7.92K ﹤0.01% 493