Apella Capital, LLC Wisdomtree U.S. Ai Enhanced Va Transaction History

Apella Capital, LLC

$2.18 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 05, 2024	BUY	$83.54 - $96.2 $384,284 - $442,520	4,600 New	4,600 $441,000

Others Institutions Holding AIVL

# of Institutions

126

Shares Held

1.08M

Call Options Held

4.7K

Put Options Held

0

Morgan Stanley New York, NY

103K
Shares

$10.2 Million
0.0% of portfolio
Jaffetilchin Investment Partners, LLC Tampa, FL

86.9K
Shares

$8.59 Million
0.81% of portfolio
Noble Family Wealth, LLC Clearwater, FL

84.1K
Shares

$8.31 Million
2.44% of portfolio
Salomon & Ludwin, LLC

55.8K
Shares

$5.51 Million
0.49% of portfolio
Commonwealth Equity Services, LLC

43.1K
Shares

$4.26 Million
0.01% of portfolio

About WISDOMTREE U.S. AI ENHANCED VA

Ticker AIVL
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