Halpern Financial, Inc. Wisdomtree U.S. Ai Enhanced Va Transaction History
Halpern Financial, Inc.
- $389 Billion
- Q3 2024
A detailed history of Halpern Financial, Inc. transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Halpern Financial, Inc. holds 300 shares of AIVL stock, worth $33,144. This represents 0.01% of its overall portfolio holdings.
Number of Shares
300
Previous 300
-0.0%
Holding current value
$33,144
Previous $29.9 Million
10.99%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding AIVL
# of Institutions
122Shares Held
971KCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY102KShares$11.3 Million0.0% of portfolio
-
Jaffetilchin Investment Partners, LLC Tampa, FL87.4KShares$9.66 Million0.76% of portfolio
-
Noble Family Wealth, LLC Clearwater, FL83.6KShares$9.24 Million2.4% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.8KShares$4.62 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC41.2KShares$4.56 Million0.01% of portfolio