Dynamic Wealth Strategies, LLC Wisdomtree U.S. Ai Enhanced Va Transaction History
Dynamic Wealth Strategies, LLC
- $149 Million
- Q3 2025
A detailed history of Dynamic Wealth Strategies, LLC transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 117 shares of AIVL stock, worth $13,318. This represents 0.01% of its overall portfolio holdings.
Number of Shares
117
Previous 117
-0.0%
Holding current value
$13,318
Previous $13,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding AIVL
# of Institutions
129Shares Held
948KCall Options Held
0Put Options Held
0-
Jaffetilchin Investment Partners, LLC Tampa, FL89.1KShares$10.1 Million0.67% of portfolio
-
Noble Family Wealth, LLC Clearwater, FL89KShares$10.1 Million2.24% of portfolio
-
Morgan Stanley New York, NY73.6KShares$8.38 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC40.5KShares$4.62 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC30.6KShares$3.48 Million0.0% of portfolio