Kelman Lazarov, Inc. Wisdomtree U.S. Ai Enhanced Va Transaction History
Kelman Lazarov, Inc.
- $525 Million
- Q3 2024
A detailed history of Kelman Lazarov, Inc. transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 6,469 shares of AIVL stock, worth $719,611. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,469
Previous 6,508
0.6%
Holding current value
$719,611
Previous $649,000
10.79%
% of portfolio
0.14%
Previous 0.13%
Shares
19 transactions
Others Institutions Holding AIVL
# of Institutions
129Shares Held
1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY97.8KShares$10.9 Million0.0% of portfolio
-
Jaffetilchin Investment Partners, LLC Tampa, FL87.9KShares$9.78 Million0.75% of portfolio
-
Noble Family Wealth, LLC Clearwater, FL83.5KShares$9.29 Million2.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.4KShares$4.72 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC33.8KShares$3.77 Million0.01% of portfolio