We are live on ! Find out more
AIO

Virtus Artificial Intelligence & Technology Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$26.5M -$853K -49,755 -3%
Morgan Stanley
2
Morgan Stanley
New York
$11.7M -$2.58M -150,764 -19%
Wells Fargo
3
Wells Fargo
California
$8.77M -$431K -25,143 -5%
AAM
4
Advisors Asset Management
Colorado
$8.11M -$906K -52,848 -11%
UBS Group
5
UBS Group
Switzerland
$7.05M +$638K +37,211 +11%
Bank of America
6
Bank of America
North Carolina
$5.29M -$1.21M -70,309 -20%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.82M -$102K -5,977 -2%
Ameriprise
8
Ameriprise
Minnesota
$1.88M -$245K -14,301 -12%
Stifel Financial
9
Stifel Financial
Missouri
$1.83M +$72.1K +4,207 +4%
1CP
10
1607 Capital Partners
Virginia
$1.59M -$2.12M -123,835 -59%
WS
11
Wedbush Securities
California
$1.34M +$5.57K +325 +0.4%
RJA
12
Raymond James & Associates
Florida
$1.32M +$47.7K +2,785 +4%
LPL Financial
13
LPL Financial
California
$891K +$69.1K +4,033 +9%
SPIA
14
Steward Partners Investment Advisory
New York
$872K +$471K +27,500 +138%
SC
15
Sykon Capital
New York
$752K +$700K +40,850 New
C
16
Certuity
Florida
$708K +$660K +38,500 New
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$667K -$9.09K -530 -1%
KAS
18
Kestra Advisory Services
Texas
$625K +$23.1K +1,347 +4%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$574K +$205K +11,934 +62%
CA
20
Claro Advisors
Massachusetts
$556K +$1.01K +59 +0.2%
AWS
21
Atria Wealth Solutions
New York
$504K -$14.1K -825 -3%
Osaic Holdings
22
Osaic Holdings
Arizona
$495K -$36.9K -2,153 -7%
OC
23
Oppenheimer & Co
New York
$494K +$66K +3,852 +17%
MC
24
Moors & Cabot
Massachusetts
$364K
DWM
25
Dakota Wealth Management
Florida
$362K -$1.03K -60 -0.3%