Sax Wealth Advisors, LLC Wisdomtree U.S. Ai Enhanced Va Transaction History
Sax Wealth Advisors, LLC
- $848 Million
- Q1 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 2,057 shares of AIVL stock, worth $203,334. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,057Holding current value
$203,334% of portfolio
0.02%Shares
4 transactions
Others Institutions Holding AIVL
# of Institutions
126Shares Held
1.08MCall Options Held
4.7KPut Options Held
0-
Morgan Stanley New York, NY103KShares$10.2 Million0.0% of portfolio
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Jaffetilchin Investment Partners, LLC Tampa, FL86.9KShares$8.59 Million0.81% of portfolio
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Noble Family Wealth, LLC Clearwater, FL84.1KShares$8.31 Million2.44% of portfolio
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Salomon & Ludwin, LLC55.8KShares$5.51 Million0.49% of portfolio
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Commonwealth Equity Services, LLC43.1KShares$4.26 Million0.01% of portfolio