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Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
AIO
23.76
USD
-0.16
0.67%
At close
Updated
Oct 15, 4:00 PM EDT
Pre-market
After hours
1 day
-0.67%
5 days
-6.64%
1 month
-1.49%
3 months
-10.61%
6 months
-0.38%
Year to date
8.79%
1 year
-1.16%
5 years
-12.94%
10 years
18.8%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
26
Osaic Holdings
Scottsdale,
Arizona
| $32K | +$37.3K | +2,016 | New |
|
| 27 |
27
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $16K | +$18.5K | +1,000 | New |
|
| 28 |
LC
28
Lindbrook Capital
Calabasas,
California
| $8K | +$9.25K | +500 | New |
|
| 29 |
BBPWM
29
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $5K | +$5.55K | +300 | New |
|
| 30 |
30
Citizens Financial Group
Providence,
Rhode Island
| – | -$50K | -2,500 | Closed |
|
| 31 |
31
Fidelity Investments
Boston,
Massachusetts
| – | +$19 | +1 | New |
|