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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 |
CAM
51
Creekmur Asset Management
Morton,
Illinois
| $419 | -$17.7K | -834 | -98% |
|
| 52 |
PIWA
52
Prevail Innovative Wealth Advisors
Leawood,
Kansas
| – | -$815K | -37,561 | Closed |
|
| 53 |
53
Kestra Advisory Services
Austin,
Texas
| – | -$778K | -35,829 | Closed |
|
| 54 |
54
Mariner
Overland Park,
Kansas
| – | -$244K | -11,227 | Closed |
|
| 55 |
55
Kestra Private Wealth Services
Austin,
Texas
| – | -$205K | -9,462 | Closed |
|
| 56 |
TJHA
56
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$154K | -7,094 | Closed |
|
| 57 |
BBPWM
57
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | -$87.8K | -4,042 | Closed |
|
| 58 |
GLR
58
Great Lakes Retirement
Sandusky,
Ohio
| – | -$20.1K | -925 | Closed |
|
| 59 |
59
Fidelity Investments
Boston,
Massachusetts
| – | -$22 | -1 | Closed |
|