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

Iron Horse Wealth Management, LLC

$276 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 11, 2022	SELL	$93.62 - $102.34 $655 - $716	-7 Closed	0 $0
Q4 2020 Jan 14, 2021	BUY	$72.77 - $85.16 $509 - $596	7 New	7 $1,000

Others Institutions Holding AIVL

# of Institutions

127

Shares Held

1M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

96.8K
Shares

$10.8 Million
0.0% of portfolio
Jaffetilchin Investment Partners, LLC Tampa, FL

88.4K
Shares

$9.86 Million
0.7% of portfolio
Noble Family Wealth, LLC Clearwater, FL

81.7K
Shares

$9.11 Million
2.4% of portfolio
Lpl Financial LLC Fort Mill, SC

38.7K
Shares

$4.31 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

33.9K
Shares

$3.77 Million
0.01% of portfolio

About WISDOMTREE U.S. AI ENHANCED VA

Ticker AIVL
Sector ETFs
Industry ETFs

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