Congress Wealth Management LLC Wisdomtree U.S. Ai Enhanced Va Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Congress Wealth Management LLC holds 27,000 shares of AIVL stock, worth $3.04 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
27,000
Previous 27,000
-0.0%
Holding current value
$3.04 Million
Previous $2.69 Million
11.54%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding AIVL
# of Institutions
129Shares Held
1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY97.8KShares$11 Million0.0% of portfolio
-
Jaffetilchin Investment Partners, LLC Tampa, FL87.9KShares$9.91 Million0.75% of portfolio
-
Noble Family Wealth, LLC Clearwater, FL83.5KShares$9.41 Million2.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.4KShares$4.78 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC33.8KShares$3.81 Million0.01% of portfolio