Altrius Capital Management Inc Wisdomtree U.S. Ai Enhanced Va Transaction History
Altrius Capital Management Inc
- $390 Million
- Q3 2024
A detailed history of Altrius Capital Management Inc transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Altrius Capital Management Inc holds 4,135 shares of AIVL stock, worth $444,801. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,135
Previous 4,285
3.5%
Holding current value
$444,801
Previous $427,000
7.73%
% of portfolio
0.12%
Previous 0.11%
Shares
10 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