Vest Gen Advisors, LLC Wisdomtree U.S. Ai Enhanced Va Transaction History

Vest Gen Advisors, LLC

$2.2 Trillion
Q1 2025

A detailed history of Vest Gen Advisors, LLC transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 3,566 shares of AIVL stock, worth $374,893. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,566

Holding current value

$374,893

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$104.87 - $112.53 $373,966 - $401,281	3,566 New	3,566 $392 Million

Others Institutions Holding AIVL

# of Institutions

134

Shares Held

1.01M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

94.8K
Shares

$9.97 Million
0.0% of portfolio
Jaffetilchin Investment Partners, LLC Tampa, FL

88.7K
Shares

$9.32 Million
0.72% of portfolio
Noble Family Wealth, LLC Clearwater, FL

81.5K
Shares

$8.57 Million
2.46% of portfolio
Lpl Financial LLC Fort Mill, SC

40.1K
Shares

$4.21 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

37.9K
Shares

$3.98 Million
0.01% of portfolio

View Full List

About WISDOMTREE U.S. AI ENHANCED VA

Ticker AIVL
Sector ETFs
Industry ETFs

More about AIVL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vest Gen Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vest Gen Advisors, LLC with notifications on news.

Account

Vest Gen Advisors, LLC Wisdomtree U.S. Ai Enhanced Va Transaction History