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

Harvest Group Wealth Management, LLC

$154 Million
Q1 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 01, 2019	SELL	$86.37 - $88.25 $0 - $0	0 Closed	0 $0
Q2 2019 Jul 31, 2019	SELL	N/A	-98 Closed	0 $0
Q1 2019 May 06, 2019	BUY	N/A	98 New	98 $8,000

Others Institutions Holding AIVL

# of Institutions

130

Shares Held

999K

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

96.8K
Shares

$10.2 Million
0.0% of portfolio
Jaffetilchin Investment Partners, LLC Tampa, FL

88.7K
Shares

$9.32 Million
0.72% of portfolio
Noble Family Wealth, LLC Clearwater, FL

81.5K
Shares

$8.57 Million
2.46% of portfolio
Lpl Financial LLC Fort Mill, SC

40.1K
Shares

$4.21 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

37.9K
Shares

$3.98 Million
0.01% of portfolio

About WISDOMTREE U.S. AI ENHANCED VA

Ticker AIVL
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