Hcr Wealth Advisors Wisdomtree U.S. Ai Enhanced Va Transaction History
Hcr Wealth Advisors
- $658 Million
- Q1 2024
Shares
9 transactions
Others Institutions Holding AIVL
# of Institutions
126Shares Held
1.08MCall Options Held
4.7KPut Options Held
0-
Morgan Stanley New York, NY103KShares$10.2 Million0.0% of portfolio
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Jaffetilchin Investment Partners, LLC Tampa, FL86.9KShares$8.63 Million0.81% of portfolio
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Noble Family Wealth, LLC Clearwater, FL84.1KShares$8.35 Million2.44% of portfolio
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Salomon & Ludwin, LLC55.8KShares$5.53 Million0.49% of portfolio
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Commonwealth Equity Services, LLC43.1KShares$4.28 Million0.01% of portfolio