Mc Kinley Carter Wealth Services, Inc. Wisdomtree U.S. Ai Enhanced Va Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.72 Billion
- Q2 2025
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 2,688 shares of AIVL stock, worth $301,620. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,688
Previous 2,688
-0.0%
Holding current value
$301,620
Previous $293,000
3.41%
% of portfolio
0.02%
Previous 0.02%
Shares
22 transactions
Others Institutions Holding AIVL
# of Institutions
133Shares Held
961KCall Options Held
0Put Options Held
0-
Jaffetilchin Investment Partners, LLC Tampa, FL89.1KShares$9.99 Million0.67% of portfolio
-
Noble Family Wealth, LLC Clearwater, FL89KShares$9.99 Million2.46% of portfolio
-
Morgan Stanley New York, NY73.6KShares$8.26 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC40.5KShares$4.55 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC31.7KShares$3.56 Million0.0% of portfolio