Westside Investment Management, Inc. Wisdomtree U.S. Ai Enhanced Va Transaction History
Westside Investment Management, Inc.
- $539 Billion
- Q2 2025
A detailed history of Westside Investment Management, Inc. transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Westside Investment Management, Inc. holds 20,743 shares of AIVL stock, worth $2.37 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
20,743
Previous 18,883
9.85%
Holding current value
$2.37 Million
Previous $2.07 Billion
13.13%
% of portfolio
0.44%
Previous 0.44%
Shares
30 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