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

Capital Wealth Management, LLC

$233 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Jul 30, 2018	SELL	N/A	-23,355 Closed	0 $0
Q1 2018 May 08, 2018	SELL	N/A	-105 Reduced 0.45%	23,355 $1.97 Million
Q4 2017 Feb 13, 2018	BUY	N/A	23,460	23,460 $2.07 Million

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

$10.4 Million
0.0% of portfolio
Jaffetilchin Investment Partners, LLC Tampa, FL

87.9K
Shares

$9.35 Million
0.75% of portfolio
Noble Family Wealth, LLC Clearwater, FL

83.5K
Shares

$8.88 Million
2.5% of portfolio
Lpl Financial LLC Fort Mill, SC

42.4K
Shares

$4.51 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

33.8K
Shares

$3.6 Million
0.01% of portfolio

About WISDOMTREE U.S. AI ENHANCED VA

Ticker AIVL
Sector ETFs
Industry ETFs

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