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

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q2 2025

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

133

Shares Held

961K

Call Options Held

Put Options Held

Jaffetilchin Investment Partners, LLC Tampa, FL

89.1K
Shares

$10.2 Million
0.67% of portfolio
Noble Family Wealth, LLC Clearwater, FL

89K
Shares

$10.2 Million
2.46% of portfolio
Morgan Stanley New York, NY

73.6K
Shares

$8.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

40.5K
Shares

$4.63 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

31.7K
Shares

$3.62 Million
0.0% of portfolio

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About WISDOMTREE U.S. AI ENHANCED VA

Ticker AIVL
Sector ETFs
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More about AIVL

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