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Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
AIO
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFSG
26
Newbridge Financial Services Group
Boca Raton,
Florida
| $37K | +$36.4K | +1,735 | New |
|
27
Parallel Advisors
San Francisco,
California
| $29K | +$28.6K | +1,365 | New |
|
28
Steward Partners Investment Advisory
New York
| $27K | +$26.2K | +1,250 | New |
|
|
NFG
29
Next Financial Group
Houston,
Texas
| $26K | +$25.2K | +1,200 | New |
|
|
SWM
30
Sugarloaf Wealth Management
Duluth,
Georgia
| $4K | +$4.2K | +200 | New |
|
|
MC
31
Moors & Cabot
Boston,
Massachusetts
| – | -$582K | -29,500 | Closed |
|
|
LJAC
32
L.J. Altfest & Co
New York
| – | -$547K | -27,713 | Closed |
|
33
Private Advisor Group
Morristown,
New Jersey
| – | -$49K | -2,500 | Closed |
|
34
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$20K | -1,000 | Closed |
|
|
BBPWM
35
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | -$20K | -925 | Closed |
|