PIWA
AIO

Prevail Innovative Wealth Advisors’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-37,561
Closed -$815K 162
2024
Q2
$815K Buy
+37,561
New +$815K 0.29% 95
2023
Q3
Sell
-12,585
Closed -$232K 122
2023
Q2
$232K Buy
+12,585
New +$232K 0.13% 94