Dynamic Wealth Strategies, LLC Wisdomtree U.S. Ai Enhanced Va Transaction History
Dynamic Wealth Strategies, LLC
- $123 Million
- Q3 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 117 shares of AIVL stock, worth $12,626. This represents 0.01% of its overall portfolio holdings.
Number of Shares
117
Previous 117
-0.0%
Holding current value
$12,626
Previous $12,000
8.33%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding AIVL
# of Institutions
130Shares Held
1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY97.8KShares$10.6 Million0.0% of portfolio
-
Jaffetilchin Investment Partners, LLC Tampa, FL87.9KShares$9.49 Million0.75% of portfolio
-
Noble Family Wealth, LLC Clearwater, FL83.5KShares$9.01 Million2.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.4KShares$4.58 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC33.8KShares$3.65 Million0.01% of portfolio