Heritage Wealth Advisors Wisdomtree U.S. Ai Enhanced Va Transaction History
Heritage Wealth Advisors
- $2.06 Billion
- Q3 2024
Shares
5 transactions
Others Institutions Holding AIVL
# of Institutions
129Shares Held
1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY97.8KShares$10.6 Million0.0% of portfolio
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Jaffetilchin Investment Partners, LLC Tampa, FL87.9KShares$9.57 Million0.75% of portfolio
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Noble Family Wealth, LLC Clearwater, FL83.5KShares$9.09 Million2.5% of portfolio
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Lpl Financial LLC Fort Mill, SC42.4KShares$4.62 Million0.0% of portfolio
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Commonwealth Equity Services, LLC33.8KShares$3.68 Million0.01% of portfolio