Sequent Planning LLC Wisdomtree U.S. Ai Enhanced Va Transaction History
Sequent Planning LLC
- $352 Billion
- Q3 2025
A detailed history of Sequent Planning LLC transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Sequent Planning LLC holds 1,872 shares of AIVL stock, worth $211,442. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,872
Previous 1,951
4.05%
Holding current value
$211,442
Previous $221 Million
3.05%
% of portfolio
0.06%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding AIVL
# of Institutions
130Shares Held
1.01MCall Options Held
0Put Options Held
0-
Jaffetilchin Investment Partners, LLC Tampa, FL89.4KShares$10.1 Million0.63% of portfolio
-
Noble Family Wealth, LLC Clearwater, FL89KShares$10.1 Million2.24% of portfolio
-
Morgan Stanley New York, NY80.5KShares$9.09 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC40.9KShares$4.62 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A639.4KShares$4.46 Million0.0% of portfolio