Charter Oak Capital Management, LLC Wisdomtree U.S. Ai Enhanced Va Transaction History
Charter Oak Capital Management, LLC
- $1.07 Billion
- Q4 2024
Shares
7 transactions
Others Institutions Holding AIVL
# of Institutions
127Shares Held
1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY96.8KShares$10.9 Million0.0% of portfolio
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Jaffetilchin Investment Partners, LLC Tampa, FL88.4KShares$9.94 Million0.7% of portfolio
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Noble Family Wealth, LLC Clearwater, FL81.7KShares$9.18 Million2.4% of portfolio
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Lpl Financial LLC Fort Mill, SC38.7KShares$4.35 Million0.0% of portfolio
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Commonwealth Equity Services, LLC33.9KShares$3.8 Million0.01% of portfolio