Warren Averett Asset Management, LLC Wisdomtree U.S. Ai Enhanced Va Transaction History
Warren Averett Asset Management, LLC
- $5.34 Billion
- Q3 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 5,113 shares of AIVL stock, worth $550,005. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,113
Previous 5,112
0.02%
Holding current value
$550,005
Previous $510,000
11.57%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding AIVL
# of Institutions
130Shares Held
1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY97.8KShares$10.5 Million0.0% of portfolio
-
Jaffetilchin Investment Partners, LLC Tampa, FL87.9KShares$9.46 Million0.75% of portfolio
-
Noble Family Wealth, LLC Clearwater, FL83.5KShares$8.98 Million2.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.4KShares$4.56 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC33.8KShares$3.64 Million0.01% of portfolio