Atlas Private Wealth Advisors Wisdomtree U.S. Ai Enhanced Va Transaction History

Atlas Private Wealth Advisors

$680 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Apr 21, 2022	SELL	$93.29 - $101.13 $17,165 - $18,607	-184 Closed	0 $0
Q1 2021 Apr 28, 2021	BUY	$82.63 - $94.8 $15,203 - $17,443	184 New	184 $17,000

Others Institutions Holding AIVL

# of Institutions

129

Shares Held

1M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

97.8K
Shares

$10.9 Million
0.0% of portfolio
Jaffetilchin Investment Partners, LLC Tampa, FL

87.9K
Shares

$9.77 Million
0.75% of portfolio
Noble Family Wealth, LLC Clearwater, FL

83.5K
Shares

$9.28 Million
2.5% of portfolio
Lpl Financial LLC Fort Mill, SC

42.4K
Shares

$4.71 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

33.8K
Shares

$3.76 Million
0.01% of portfolio

About WISDOMTREE U.S. AI ENHANCED VA

Ticker AIVL
Sector ETFs
Industry ETFs

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