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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 |
|
|---|---|---|---|---|---|---|
| 51 |
SWM
51
Sugarloaf Wealth Management
Duluth,
Georgia
| $4.53K | +$115 | +7 | +3% |
|
| 52 |
CFD
52
Creative Financial Designs
Kokomo,
Indiana
| $2.22K | +$49 | +3 | +2% |
|
| 53 |
53
JP Morgan Chase
New York
| $2K | +$2.33K | +142 | New |
|
| 54 |
54
Belpointe Asset Management
Reno,
Nevada
| $1.62K | +$1.65K | +100 | New |
|
| 55 |
55
Salem Investment Counselors
Winston Salem,
North Carolina
| $262 | – | – | – |
|
| 56 |
56
Fidelity Investments
Boston,
Massachusetts
| $16 | +$16 | +1 | New |
|
| 57 |
57
NewEdge Advisors
New Orleans,
Louisiana
| $11 | +$11.3K | +689 | New |
|
| 58 |
58
Invesco
Atlanta,
Georgia
| – | -$324K | -20,789 | Closed |
|
| 59 |
LWM
59
Laidlaw Wealth Management
New York City,
New York
| – | -$217K | -13,959 | Closed |
|
| 60 |
KA
60
Kovack Advisors
Ft. Lauderdale,
Florida
| – | -$207K | -13,301 | Closed |
|
| 61 |
61
Jane Street
New York
| – | -$180K | -11,553 | Closed |
|