Mc Kinley Carter Wealth Services, Inc. Wisdomtree U.S. Ai Enhanced Va Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.47 Billion
- Q1 2024
A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 4,406 shares of AIVL stock, worth $435,533. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,406
Previous 4,859
9.32%
Holding current value
$435,533
Previous $465,000
3.66%
% of portfolio
0.03%
Previous 0.03%
Shares
19 transactions
Others Institutions Holding AIVL
# of Institutions
126Shares Held
1.08MCall Options Held
4.7KPut Options Held
0-
Morgan Stanley New York, NY103KShares$10.2 Million0.0% of portfolio
-
Jaffetilchin Investment Partners, LLC Tampa, FL86.9KShares$8.59 Million0.81% of portfolio
-
Noble Family Wealth, LLC Clearwater, FL84.1KShares$8.31 Million2.44% of portfolio
-
Salomon & Ludwin, LLC55.8KShares$5.51 Million0.49% of portfolio
-
Commonwealth Equity Services, LLC43.1KShares$4.26 Million0.01% of portfolio