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James C. K. Chen (Other) filed 1 Form 4 report in the trailing twelve months (0 purchases, 1 sale, 1 filed past the two-business-day deadline), most often in Virtus Artificial Intelligence & Technology Opportunities Fund (AIO). The largest single filing was $294K of AIO (11,235 sh across 2 lots, as filed), executed Aug 10.

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Return, ttmiAverage return per filing, trailing twelve months
–
no purchases on file
Delay-adjustediThe same average, entered at disclosure dates
–
returns measure stock purchases only
Filings, ttm
1
0 buys · 1 sells · 1 late
Median delay
–
execution → disclosure
Volume, ttmiDollar value disclosed in the trailing twelve months
$294K
shares × price, as filed
Last traded
Aug 10
Filed Aug 26

Median ADV $2.0M across their filed names

Open performance→
Volume by month
$294K$147K$0Nov 2024May 2025Nov 2025May 2026Aug 2026 · sells $294K
Buys $0 Sells $294K

Shares × price, as filed · by filing month · past 24 months

Sectors filed on
Financial Services 1 filing

Sector per market data · by filing · past 12 months

Most traded names
AIO Virtus Artificial Intelligence & Technology Opportunities Fund AIO · 0 buys · 1 sell 1 filing
Recent filings
AIOSALE Virtus Artificial Intelligence & Technology Opportunities Fund View filing → $294K
11,235 sh across 2 lots
Exec Aug 10
Filed Aug 26 · 3:13 PM ET †