Money Concepts Capital Corp Wisdomtree U.S. Ai Enhanced Va Transaction History

Money Concepts Capital Corp

$1.25 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 18, 2022	SELL	$86.18 - $100.86 $24,302 - $28,442	-282 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$93.62 - $102.34 $26,400 - $28,859	282 New	282 $28,000

Others Institutions Holding AIVL

# of Institutions

133

Shares Held

1.01M

Call Options Held

0

Put Options Held

226

Morgan Stanley New York, NY

94.8K
Shares

$10.4 Million
0.0% of portfolio
Jaffetilchin Investment Partners, LLC Tampa, FL

88.7K
Shares

$9.73 Million
0.72% of portfolio
Noble Family Wealth, LLC Clearwater, FL

81.5K
Shares

$8.94 Million
2.46% of portfolio
Lpl Financial LLC Fort Mill, SC

40.1K
Shares

$4.4 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

37.9K
Shares

$4.16 Million
0.01% of portfolio

About WISDOMTREE U.S. AI ENHANCED VA

Ticker AIVL
Sector ETFs
Industry ETFs

More about AIVL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Money Concepts Capital Corp, based on Form 13F filings with the SEC.

News

Stay updated on Money Concepts Capital Corp with notifications on news.