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 $34,287. This represents 0.01% of its overall portfolio holdings.
Number of Shares
300
Previous 300
-0.0%
Holding current value
$34,287
Previous $29.9 Million
10.99%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding AIVL
# of Institutions
129Shares Held
1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY97.8KShares$11.2 Million0.0% of portfolio
-
Jaffetilchin Investment Partners, LLC Tampa, FL87.9KShares$10 Million0.75% of portfolio
-
Noble Family Wealth, LLC Clearwater, FL83.5KShares$9.54 Million2.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.4KShares$4.85 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC33.8KShares$3.87 Million0.01% of portfolio