Institute For Wealth Management, Llc. Wisdomtree U.S. Ai Enhanced Va Transaction History
Institute For Wealth Management, Llc.
- $737 Million
- Q2 2024
A detailed history of Institute For Wealth Management, Llc. transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 8,715 shares of AIVL stock, worth $968,497. This represents 0.12% of its overall portfolio holdings.
Number of Shares
8,715
Previous 8,715
-0.0%
Holding current value
$968,497
Previous $887,000
2.03%
% of portfolio
0.12%
Previous 0.12%
Shares
15 transactions
Others Institutions Holding AIVL
# of Institutions
122Shares Held
971KCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY102KShares$11.3 Million0.0% of portfolio
-
Jaffetilchin Investment Partners, LLC Tampa, FL87.4KShares$9.72 Million0.76% of portfolio
-
Noble Family Wealth, LLC Clearwater, FL83.6KShares$9.29 Million2.4% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.8KShares$4.65 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC41.2KShares$4.58 Million0.01% of portfolio