Loring Wolcott & Coolidge Fiduciary Advisors LLP Wisdomtree U.S. Ai Enhanced Va Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 07, 2018	SELL	N/A	-327 Closed	0 $0
Q2 2017 Aug 07, 2017	BUY	N/A	327	327 $0

Others Institutions Holding AIVL

# of Institutions

131

Shares Held

1.02M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

97.8K
Shares

$10.7 Million
0.0% of portfolio
Jaffetilchin Investment Partners, LLC Tampa, FL

87.9K
Shares

$9.64 Million
0.75% of portfolio
Noble Family Wealth, LLC Clearwater, FL

81.7K
Shares

$8.96 Million
2.4% of portfolio
Lpl Financial LLC Fort Mill, SC

42.4K
Shares

$4.65 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

33.8K
Shares

$3.71 Million
0.01% of portfolio

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About WISDOMTREE U.S. AI ENHANCED VA

Ticker AIVL
Sector ETFs
Industry ETFs

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