Historical shareholding details of Shaker Financial Services, LLC holdings in Virtus Artificial Intelligence & Technology Opportunities Fund (AIO)

Monthly changes of Shaker Financial Services, LLC shareholding in Virtus Artificial Intelligence & Technology Opportunities Fund over the previous months

Month Name Total no. shares held Percent Holding
Jul 31, 2025 Shaker Financial Services, Llc 0 0.00%
Jun 30, 2025 Shaker Financial Services, Llc 0 0.00%
May 31, 2025 Shaker Financial Services, Llc 16,301 0.05%
Apr 30, 2025 Shaker Financial Services, Llc 16,301 0.05%
Mar 31, 2025 Shaker Financial Services, Llc 16,301 0.05%
Mar 31, 2025 Shaker Financial Services, Llc 16,301 0.05%
Feb 28, 2025 Shaker Financial Services, Llc 9,193 0.03%
Jan 31, 2025 Shaker Financial Services, Llc 9,193 0.03%
Dec 31, 2024 Shaker Financial Services, Llc 9,193 0.03%
Dec 31, 2024 Shaker Financial Services, Llc 9,193 0.03%
Nov 30, 2024 Shaker Financial Services, Llc 26,714 0.08%
Oct 31, 2024 Shaker Financial Services, Llc 26,714 0.08%
Sep 30, 2024 Shaker Financial Services, Llc 36,297 0.11%
Sep 30, 2024 Shaker Financial Services, Llc 26,714 0.08%
Aug 31, 2024 Shaker Financial Services, Llc 0 0.00%
Jul 31, 2024 Shaker Financial Services, Llc 0 0.00%
Jun 30, 2024 Shaker Financial Services, Llc 0 0.00%
May 31, 2024 Shaker Financial Services, Llc 64,442 0.19%
Apr 30, 2024 Shaker Financial Services, Llc 64,442 0.19%
Mar 31, 2024 Shaker Financial Services, Llc 0 0.00%
Mar 31, 2024 Shaker Financial Services, Llc 64,442 0.19%
Feb 29, 2024 Shaker Financial Services, Llc 64,442 0.19%
Jan 31, 2024 Shaker Financial Services, Llc 64,442 0.19%
Dec 31, 2023 Shaker Financial Services, Llc 81,204 0.24%
Dec 31, 2023 Shaker Financial Services, Llc 32,854 0.10%
Nov 30, 2023 Shaker Financial Services, Llc 32,854 0.10%
Oct 31, 2023 Shaker Financial Services, Llc 32,854 0.10%
Sep 30, 2023 Shaker Financial Services, Llc 36,994 0.11%
Sep 30, 2023 Shaker Financial Services, Llc 0 0.00%
Aug 31, 2023 Shaker Financial Services, Llc 0 0.00%
Jul 31, 2023 Shaker Financial Services, Llc 0 0.00%
Jun 30, 2023 Shaker Financial Services, Llc 2,871 0.01%
May 31, 2023 Shaker Financial Services, Llc 2,871 0.01%
Mar 31, 2023 Shaker Financial Services, Llc 0 0.00%

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