SAM
AIO

Synergy Asset Management’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Synergy Asset Management’s Portfolio AIO Stock Details AIO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-626
Closed -$13.8K – 177
2024
Q4 		$13.8K Buy
+626
New +$13.8K ﹤0.01% 414