Lido Advisors, LLC Wisdomtree U.S. Ai Enhanced Va Transaction History

Lido Advisors, LLC

$20.3 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 17, 2022	SELL	$93.62 - $102.34 $93 - $102	-1 Reduced 0.04%	2,555 $253,000
Q4 2021 Feb 15, 2022	SELL	$93.29 - $101.13 $203,465 - $220,564	-2,181 Reduced 46.04%	2,556 $258,000
Q3 2021 Feb 15, 2022	SELL	$93.98 - $99.34 $5.12 Million - $5.41 Million	-54,476 Reduced 92.0%	4,737 $445,000
Q3 2021 Nov 12, 2021	BUY	$93.98 - $99.34 $5.12 Million - $5.41 Million	54,460 Added 1145.8%	59,213 $445,000
Q1 2021 May 13, 2021	SELL	$82.63 - $94.8 $495 - $568	-6 Reduced 0.13%	4,753 $448,000
Q4 2019 Feb 07, 2020	SELL	$84.13 - $92.78 $84 - $92	-1 Reduced 0.02%	4,759 $441,000
Q3 2019 Nov 12, 2019	BUY	$86.37 - $88.25 $86 - $88	1 Added 0.02%	4,760 $416,000
Q3 2018 Nov 14, 2018	BUY	N/A	4,759 New	4,759 $430,000

Others Institutions Holding AIVL

# of Institutions

129

Shares Held

1M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

97.8K
Shares

$10.9 Million
0.0% of portfolio
Jaffetilchin Investment Partners, LLC Tampa, FL

87.9K
Shares

$9.78 Million
0.75% of portfolio
Noble Family Wealth, LLC Clearwater, FL

83.5K
Shares

$9.29 Million
2.5% of portfolio
Lpl Financial LLC Fort Mill, SC

42.4K
Shares

$4.72 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

33.8K
Shares

$3.77 Million
0.01% of portfolio

About WISDOMTREE U.S. AI ENHANCED VA

Ticker AIVL
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