Sowell Financial Services LLC Wisdomtree U.S. Ai Enhanced Va Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 05, 2021	SELL	$94.6 - $100.85 $9,081 - $9,681	-96 Closed	0 $0
Q1 2021 May 07, 2021	SELL	$82.63 - $94.8 $26,276 - $30,146	-318 Reduced 76.81%	96 $10,000
Q4 2020 Jan 13, 2021	BUY	$72.77 - $85.16 $145 - $170	2 Added 0.49%	414 $35,000
Q2 2020 Aug 13, 2020	BUY	$61.49 - $81.56 $61 - $81	1 Added 0.24%	412 $30,000
Q1 2020 May 12, 2020	BUY	$55.12 - $93.97 $5,126 - $8,739	93 Added 29.25%	411 $27,000
Q4 2019 Feb 07, 2020	SELL	$84.13 - $92.78 $264,588 - $291,793	-3,145 Reduced 90.82%	318 $0
Q3 2019 Nov 14, 2019	SELL	$86.37 - $88.25 $87,492 - $89,397	-1,013 Reduced 22.63%	3,463 $303,000
Q1 2019 May 15, 2019	SELL	N/A	-75 Reduced 1.65%	4,476 $0
Q4 2018 Mar 05, 2019	BUY	N/A	4,551 New	4,551 $350,000

Others Institutions Holding AIVL

# of Institutions

129

Shares Held

1M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

97.8K
Shares

$11.1 Million
0.0% of portfolio
Jaffetilchin Investment Partners, LLC Tampa, FL

87.9K
Shares

$10 Million
0.75% of portfolio
Noble Family Wealth, LLC Clearwater, FL

83.5K
Shares

$9.51 Million
2.5% of portfolio
Lpl Financial LLC Fort Mill, SC

42.4K
Shares

$4.83 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

33.8K
Shares

$3.85 Million
0.01% of portfolio

About WISDOMTREE U.S. AI ENHANCED VA

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