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ícone de AIO

Virtus Artificial Intelligence & Technology Opportunities Fund
AIO

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Focus Partners Wealth
51
Focus Partners Wealth
Massachusetts
US$ 304 mil +US$ 277 mil +10.818 Nova
AG
52
AmeriFlex Group
Nevada
US$ 303 mil – – –
WAP
53
Wealthcare Advisory Partners
Pennsylvania
US$ 292 mil +US$ 1,02 mil +40 +0,4%
JWCA
54
J.W. Cole Advisors
Florida
US$ 276 mil +US$ 251 mil +9.818 Nova
Concurrent Investment Advisors
55
Concurrent Investment Advisors
Florida
US$ 272 mil +US$ 4,48 mil +175 +2%
HighTower Advisors
56
HighTower Advisors
Illinois
US$ 261 mil +US$ 238 mil +9.315 Nova
B. Riley Wealth Advisors
57
B. Riley Wealth Advisors
Florida
US$ 260 mil +US$ 239 mil +9.359 Nova
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
US$ 259 mil -US$ 18,4 mil -718 -7%
Blue Bell Private Wealth Management
59
Blue Bell Private Wealth Management
Pennsylvania
US$ 243 mil +US$ 36,8 mil +1.437 +20%
DJYG
60
David J. Yvars Group
Florida
US$ 242 mil -US$ 96,4 mil -3.766 -30%
AQR Capital Management
61
AQR Capital Management
Connecticut
US$ 232 mil +US$ 211 mil +8.250 Nova
Stockman Wealth Management
62
Stockman Wealth Management
Montana
US$ 228 mil +US$ 208 mil +8.131 Nova
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
US$ 225 mil +US$ 205 mil +7.999 Nova
CNWM
64
Clay Northam Wealth Management
California
US$ 215 mil +US$ 196 mil +7.661 Nova
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
US$ 202 mil – – –
NBC Securities
66
NBC Securities
Alabama
US$ 182 mil +US$ 1,84 mil +72 +1%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
US$ 110 mil +US$ 36,5 mil +1.425 +57%
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
US$ 97,7 mil -US$ 12,7 mil -495 -12%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
US$ 75,4 mil -US$ 16,2 mil -634 -19%
Geneos Wealth Management
70
Geneos Wealth Management
Colorado
US$ 50,2 mil – – –
Continuum Advisory
71
Continuum Advisory
Idaho
US$ 28,1 mil +US$ 25,6 mil +1.000 Nova
US Bancorp
72
US Bancorp
Minnesota
US$ 28,1 mil +US$ 25,6 mil +1.000 Nova
UBS AM
73
UBS AM
Illinois
US$ 23,2 mil – – –
AssetMark Inc
74
AssetMark Inc
California
US$ 16,3 mil +US$ 14,8 mil +580 Nova
Farther Finance Advisors
75
Farther Finance Advisors
California
US$ 16,1 mil – – –
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