Dynamic Wealth Strategies, LLC Wisdomtree U.S. Ai Enhanced Va Transaction History
Dynamic Wealth Strategies, LLC
- $117 Million
- Q1 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 133 shares of AIVL stock, worth $13,938. This represents 0.01% of its overall portfolio holdings.
Number of Shares
133
Previous 133
-0.0%
Holding current value
$13,938
Previous $12.8 Million
99.89%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding AIVL
# of Institutions
126Shares Held
1.03MCall Options Held
4.7KPut Options Held
0-
Morgan Stanley New York, NY103KShares$10.8 Million0.0% of portfolio
-
Jaffetilchin Investment Partners, LLC Tampa, FL86.9KShares$9.11 Million0.81% of portfolio
-
Noble Family Wealth, LLC Clearwater, FL83.6KShares$8.76 Million2.4% of portfolio
-
Commonwealth Equity Services, LLC43.1KShares$4.52 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC31.4KShares$3.29 Million0.0% of portfolio