White Lighthouse Investment Management Inc. Wisdomtree U.S. Ai Enhanced Va Transaction History

White Lighthouse Investment Management Inc.

$518 Million
Q2 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2018 Jan 23, 2019	SELL	N/A	-2,795 Closed	0 $0
Q3 2018 Oct 24, 2018	SELL	N/A	-700 Reduced 20.03%	2,795 $253,000
Q2 2018 Aug 09, 2018	SELL	N/A	-500 Reduced 12.52%	3,495 $304,000
Q1 2018 Apr 12, 2018	SELL	N/A	-35 Reduced 0.87%	3,995 $337,000
Q4 2017 Jan 10, 2018	BUY	N/A	4,030	4,030 $356,000

Others Institutions Holding AIVL

# of Institutions

122

Shares Held

971K

Call Options Held

Put Options Held

Morgan Stanley New York, NY

102K
Shares

$11.2 Million
0.0% of portfolio
Jaffetilchin Investment Partners, LLC Tampa, FL

87.4K
Shares

$9.61 Million
0.76% of portfolio
Noble Family Wealth, LLC Clearwater, FL

83.6K
Shares

$9.2 Million
2.4% of portfolio
Lpl Financial LLC Fort Mill, SC

41.8K
Shares

$4.6 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

41.2K
Shares

$4.53 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 White Lighthouse Investment Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on White Lighthouse Investment Management Inc. with notifications on news.

Account