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AIO
Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
AIO
26.23
USD
-0.17
0.64%
At close
Updated
Aug 28, 4:00 PM EDT
Pre-market
After hours
1 day
-0.64%
5 days
2.46%
1 month
5.17%
3 months
-3.03%
6 months
14.24%
Year to date
20.1%
1 year
6.58%
5 years
-5.78%
10 years
31.15%
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 |
|
|---|---|---|---|---|---|---|
| 51 |
SWM
51
Sugarloaf Wealth Management
Duluth,
Georgia
| $6K | +$82 | +3 | +1% |
|
| 52 |
UB
52
UMB Bank
Kansas City,
Missouri
| $4K | +$4.75K | +175 | New |
|
| 53 |
MHR
53
Matthew Hamilton Rosenberg
| $2K | +$2.72K | +100 | New |
|
| 54 |
SFM
54
Signet Financial Management
Parsippany,
New Jersey
| $1K | +$1.09K | +40 | New |
|
| 55 |
SFS
55
Shaker Financial Services
Arlington,
Virginia
| – | -$2.4M | -89,874 | Closed |
|
| 56 |
RCM
56
Rivernorth Capital Management
West Palm Beach,
Florida
| – | -$2.26M | -85,227 | Closed |
|
| 57 |
GSEP
57
Golden State Equity Partners
South Coast Metro,
California
| – | -$721K | -27,031 | Closed |
|
| 58 |
LJAC
58
L.J. Altfest & Co
New York
| – | -$353K | -13,222 | Closed |
|
| 59 |
DADC
59
D.A. Davidson & Co
Great Falls,
Montana
| – | -$213K | -8,000 | Closed |
|
| 60 |
FIA
60
FNY Investment Advisers
New York
| – | -$53K | -2,000 | Closed |
|
| 61 |
FNBOSM
61
First National Bank of South Miami
South Miami,
Florida
| – | -$3K | -100 | Closed |
|