Strategic Wealth Partners, Ltd. Wisdomtree U.S. Ai Enhanced Va Transaction History

Strategic Wealth Partners, Ltd.

$947 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 30, 2020	SELL	$84.13 - $92.78 $336 - $371	-4 Closed	0 $0
Q2 2018 Sep 04, 2018	BUY	N/A	4 New	4 $0

Others Institutions Holding AIVL

# of Institutions

128

Shares Held

1M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

97.8K
Shares

$10.9 Million
0.0% of portfolio
Jaffetilchin Investment Partners, LLC Tampa, FL

87.9K
Shares

$9.81 Million
0.75% of portfolio
Noble Family Wealth, LLC Clearwater, FL

83.5K
Shares

$9.32 Million
2.5% of portfolio
Lpl Financial LLC Fort Mill, SC

42.4K
Shares

$4.74 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

33.8K
Shares

$3.78 Million
0.01% of portfolio

About WISDOMTREE U.S. AI ENHANCED VA

Ticker AIVL
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