Patriot Financial Group Insurance Agency, LLC Wisdomtree U.S. Ai Enhanced Va Transaction History
Patriot Financial Group Insurance Agency, LLC
- $720 Million
- Q3 2024
Shares
14 transactions
Others Institutions Holding AIVL
# of Institutions
128Shares Held
1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY97.8KShares$10.9 Million0.0% of portfolio
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Jaffetilchin Investment Partners, LLC Tampa, FL87.9KShares$9.78 Million0.75% of portfolio
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Noble Family Wealth, LLC Clearwater, FL83.5KShares$9.29 Million2.5% of portfolio
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Lpl Financial LLC Fort Mill, SC42.4KShares$4.72 Million0.0% of portfolio
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Commonwealth Equity Services, LLC33.8KShares$3.77 Million0.01% of portfolio