Advisory Resource Group Wisdomtree U.S. Ai Enhanced Va Transaction History
Advisory Resource Group
- $433 Million
- Q3 2025
Shares
12 transactions
Others Institutions Holding AIVL
# of Institutions
132Shares Held
958KCall Options Held
0Put Options Held
0-
Jaffetilchin Investment Partners, LLC Tampa, FL89.1KShares$10.1 Million0.67% of portfolio
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Noble Family Wealth, LLC Clearwater, FL89KShares$10.1 Million2.24% of portfolio
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Morgan Stanley New York, NY73.6KShares$8.38 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC40.5KShares$4.62 Million0.0% of portfolio
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Commonwealth Equity Services, LLC30.6KShares$3.48 Million0.0% of portfolio