Orion Portfolio Solutions, LLC Wisdomtree U.S. Ai Enhanced Va Transaction History

Orion Portfolio Solutions, LLC

$9.52 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 15, 2020	SELL	$55.12 - $93.97 $29,158 - $49,710	-529 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$84.13 - $92.78 $44,504 - $49,080	529 New	529 $49,000

Others Institutions Holding AIVL

# of Institutions

127

Shares Held

1M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

96.8K
Shares

$10.8 Million
0.0% of portfolio
Jaffetilchin Investment Partners, LLC Tampa, FL

88.4K
Shares

$9.89 Million
0.7% of portfolio
Noble Family Wealth, LLC Clearwater, FL

81.7K
Shares

$9.14 Million
2.4% of portfolio
Lpl Financial LLC Fort Mill, SC

38.7K
Shares

$4.33 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

33.9K
Shares

$3.79 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 Orion Portfolio Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Orion Portfolio Solutions, LLC with notifications on news.