Mount Yale Investment Advisors, LLC Wisdomtree U.S. Ai Enhanced Va Transaction History
Mount Yale Investment Advisors, LLC
- $1.21 Billion
- Q2 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 362 shares of AIVL stock, worth $41,206. This represents 0.0% of its overall portfolio holdings.
Number of Shares
362Holding current value
$41,206% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding AIVL
# of Institutions
131Shares Held
956KCall Options Held
0Put Options Held
0-
Jaffetilchin Investment Partners, LLC Tampa, FL89.1KShares$10.1 Million0.67% of portfolio
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Noble Family Wealth, LLC Clearwater, FL89KShares$10.1 Million2.24% of portfolio
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Morgan Stanley New York, NY73.6KShares$8.38 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC40.5KShares$4.62 Million0.0% of portfolio
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Commonwealth Equity Services, LLC30.6KShares$3.48 Million0.0% of portfolio