Foresight Wealth Management, LLC Wisdomtree U.S. Ai Enhanced Va Transaction History

Foresight Wealth Management, LLC

$6.98 Billion
Q4 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 04, 2021	SELL	$82.63 - $94.8 $409,844 - $470,208	-4,960 Closed	0 $0
Q2 2019 Jul 25, 2019	BUY	N/A	4,960 New	4,960 $425,000

Others Institutions Holding AIVL

# of Institutions

130

Shares Held

1M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

97.8K
Shares

$10.5 Million
0.0% of portfolio
Jaffetilchin Investment Partners, LLC Tampa, FL

87.9K
Shares

$9.46 Million
0.75% of portfolio
Noble Family Wealth, LLC Clearwater, FL

83.5K
Shares

$8.98 Million
2.5% of portfolio
Lpl Financial LLC Fort Mill, SC

42.4K
Shares

$4.56 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

33.8K
Shares

$3.64 Million
0.01% of portfolio

About WISDOMTREE U.S. AI ENHANCED VA

Ticker AIVL
Sector ETFs
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