VIRTUS ARTIFICIAL INTELLIGEN

CUSIP: 92838Y100 Class: CEF

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 37,593 Value ($000) $818 Avg Close Range
Q3 2025
Shares 32,686 Value ($000) $785 Avg Close Range
Q2 2025
Shares 29,530 Value ($000) $733 Avg Close Range
Q1 2025
Shares 23,734 Value ($000) $490 Avg Close Range
Q4 2024
Shares 22,455 Value ($000) $554 Avg Close Range
Q3 2024
Shares 17,951 Value ($000) $394 Avg Close Range
Q2 2024
Shares 17,846 Value ($000) $387 Avg Close Range
Q1 2024
Shares 13,436 Value ($000) $270 Avg Close Range
Q3 2023
Shares 14,114 Value ($000) $233 Avg Close Range
Q2 2023
Shares 12,276 Value ($000) $226 Avg Close Range