Tradition Wealth Management, LLC Wisdomtree U.S. Ai Enhanced Va Transaction History
Tradition Wealth Management, LLC
- $1.13 Billion
- Q2 2025
A detailed history of Tradition Wealth Management, LLC transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 2,875 shares of AIVL stock, worth $328,066. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,875
Previous 3,196
10.04%
Holding current value
$328,066
Previous $350,000
7.14%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding AIVL
# of Institutions
133Shares Held
961KCall Options Held
0Put Options Held
0-
Jaffetilchin Investment Partners, LLC Tampa, FL89.1KShares$10.2 Million0.67% of portfolio
-
Noble Family Wealth, LLC Clearwater, FL89KShares$10.2 Million2.46% of portfolio
-
Morgan Stanley New York, NY73.6KShares$8.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC40.5KShares$4.63 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC31.7KShares$3.62 Million0.0% of portfolio