Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Virtus Artificial Intelligence & Technology Opportunities Fund comprennent Kingstone Capital Partners Texas, LLC, Cetera Investment Advisers, Avantax Advisory Services, Inc., Leigh Baldwin & Co., Llc, J.w. Cole Advisors, Inc., Boreal Capital Management LLC, Principal Securities, Inc., et Assetmark, Inc .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 12 462 | 309 | ||||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 8 131 | 202 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 61 897 | 0,65 | 1 536 | 21,14 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 85 967 | 18,58 | 2 134 | 42,68 | ||||
| 2025-08-14 | 13F | UBS Group AG | 448 218 | 0,54 | 11 125 | 20,95 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 45 425 | 8,15 | 1 127 | 30,14 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 333 652 | 6,16 | 8 280 | 27,68 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 300 | 32 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8 079 | 201 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 389 | 10 | ||||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 15 795 | 12,46 | 392 | 35,64 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 33 975 | 21,53 | 1 | |||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 514 514 | 4,83 | 12 770 | 26,12 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 14 966 | 2,10 | 371 | 20,45 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 483 | 12 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 107 535 | 8,89 | 2 669 | 31,03 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 44 777 | 1,99 | 1 106 | 22,10 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 186 537 | 0,80 | 29 450 | 21,27 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 11 065 | 275 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 20 808 | 17,33 | 1 | |||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 12 436 | 309 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 205 | 17,14 | 5 | 66,67 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 35 600 | 78,89 | 884 | 115,37 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 30 878 016 | 624 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 15 685 | 1,96 | 389 | 22,71 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 27 511 | 683 | ||||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 18 400 | 2,79 | 457 | 23,58 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 628 648 | 0,36 | 15 603 | 20,75 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 9 774 | 9,02 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 74 560 | 27,07 | 1 851 | 52,89 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 45 | 1 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 755 627 | 5,36 | 18 755 | 26,76 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 308 | 2,03 | 32 | 23,08 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 101 432 | 56,81 | 2 518 | 88,68 | ||||
| 2025-08-14 | 13F | Comerica Bank | 4 139 | 0,02 | 103 | 20,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 000 | 25 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 141 197 | 5,61 | 3 505 | 27,05 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 290 542 | 9,01 | 7 212 | 31,16 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 5 974 | 148 | ||||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20 526 | 10,47 | 485 | 9,73 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 29 530 | 24,42 | 733 | 49,69 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 14 801 | 21,45 | 367 | 46,22 |
