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

Howard Wealth Management, LLC

$171 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 04, 2020	SELL	$55.12 - $93.97 $10,197 - $17,384	-185 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$84.13 - $92.78 $15,564 - $17,164	185 New	185 $17,000

Others Institutions Holding AIVL

# of Institutions

130

Shares Held

1M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

97.8K
Shares

$10.5 Million
0.0% of portfolio
Jaffetilchin Investment Partners, LLC Tampa, FL

87.9K
Shares

$9.43 Million
0.75% of portfolio
Noble Family Wealth, LLC Clearwater, FL

83.5K
Shares

$8.96 Million
2.5% of portfolio
Lpl Financial LLC Fort Mill, SC

42.4K
Shares

$4.55 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

33.8K
Shares

$3.63 Million
0.01% of portfolio

About WISDOMTREE U.S. AI ENHANCED VA

Ticker AIVL
Sector ETFs
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