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Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
AIO
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
51
Sugarloaf Wealth Management
Duluth,
Georgia
| $6K | +$82 | +3 | +1% |
|
52
UMB Bank
Kansas City,
Missouri
| $4K | +$4.75K | +175 | New |
|
|
MHR
53
Matthew Hamilton Rosenberg
| $2K | +$2.72K | +100 | New |
|
|
SFM
54
Signet Financial Management
Parsippany,
New Jersey
| $1K | +$1.09K | +40 | New |
|
|
SFS
55
Shaker Financial Services
Arlington,
Virginia
| – | -$2.4M | -89,874 | Closed |
|
|
RCM
56
Rivernorth Capital Management
West Palm Beach,
Florida
| – | -$2.26M | -85,227 | Closed |
|
|
GSEP
57
Golden State Equity Partners
South Coast Metro,
California
| – | -$721K | -27,031 | Closed |
|
|
LJAC
58
L.J. Altfest & Co
New York
| – | -$353K | -13,222 | Closed |
|
59
D.A. Davidson & Co
Great Falls,
Montana
| – | -$213K | -8,000 | Closed |
|
|
FIA
60
FNY Investment Advisers
New York
| – | -$53K | -2,000 | Closed |
|
|
FNBOSM
61
First National Bank of South Miami
South Miami,
Florida
| – | -$3K | -100 | Closed |
|