Kelman Lazarov, Inc. Wisdomtree U.S. Ai Enhanced Va Transaction History
Kelman Lazarov, Inc.
- $575 Million
- Q2 2025
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 6,432 shares of AIVL stock, worth $732,154. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,432
Previous 6,484
0.8%
Holding current value
$732,154
Previous $711,000
2.25%
% of portfolio
0.13%
Previous 0.14%
Shares
21 transactions
Others Institutions Holding AIVL
# of Institutions
133Shares Held
958KCall Options Held
0Put Options Held
0-
Jaffetilchin Investment Partners, LLC Tampa, FL89.1KShares$10.1 Million0.67% of portfolio
-
Noble Family Wealth, LLC Clearwater, FL89KShares$10.1 Million2.24% of portfolio
-
Morgan Stanley New York, NY73.6KShares$8.38 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC40.5KShares$4.62 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC30.6KShares$3.48 Million0.0% of portfolio