Montag A & Associates Inc Wisdomtree U.S. Ai Enhanced Va Transaction History
Montag A & Associates Inc
- $2.09 Billion
- Q3 2024
A detailed history of Montag A & Associates Inc transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Montag A & Associates Inc holds 4,935 shares of AIVL stock, worth $556,223. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,935
Previous 5,585
11.64%
Holding current value
$556,223
Previous $557,000
1.44%
% of portfolio
0.03%
Previous 0.03%
Shares
15 transactions
Others Institutions Holding AIVL
# of Institutions
125Shares Held
971KCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY102KShares$11.5 Million0.0% of portfolio
-
Jaffetilchin Investment Partners, LLC Tampa, FL87.9KShares$9.91 Million0.75% of portfolio
-
Noble Family Wealth, LLC Clearwater, FL83.5KShares$9.41 Million2.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.4KShares$4.78 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC33.8KShares$3.82 Million0.01% of portfolio