Mark Sheptoff Financial Planning, LLC Wisdomtree U.S. Ai Enhanced Va Transaction History

Mark Sheptoff Financial Planning, LLC

$179 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 12, 2020	SELL	N/A	-250 Closed	0 $0
Q3 2017 Nov 09, 2017	BUY	N/A	250	250 $21,000

Others Institutions Holding AIVL

# of Institutions

126

Shares Held

1.03M

Call Options Held

4.7K

Put Options Held

0

Morgan Stanley New York, NY

103K
Shares

$10.8 Million
0.0% of portfolio
Jaffetilchin Investment Partners, LLC Tampa, FL

86.9K
Shares

$9.11 Million
0.81% of portfolio
Noble Family Wealth, LLC Clearwater, FL

83.6K
Shares

$8.76 Million
2.4% of portfolio
Commonwealth Equity Services, LLC

43.1K
Shares

$4.52 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

31.4K
Shares

$3.29 Million
0.0% of portfolio

About WISDOMTREE U.S. AI ENHANCED VA

Ticker AIVL
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