Glass Jacobson Investment Advisors LLC Wisdomtree U.S. Ai Enhanced Va Transaction History

Glass Jacobson Investment Advisors LLC

$305 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 06, 2023	BUY	$82.47 - $95.86 $82,470 - $95,860	1,000 New	1,000 $91.8 Million

Others Institutions Holding AIVL

# of Institutions

127

Shares Held

994K

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

96.8K
Shares

$10.6 Million
0.0% of portfolio
Jaffetilchin Investment Partners, LLC Tampa, FL

88.4K
Shares

$9.64 Million
0.7% of portfolio
Noble Family Wealth, LLC Clearwater, FL

81.7K
Shares

$8.91 Million
2.4% of portfolio
Lpl Financial LLC Fort Mill, SC

38.7K
Shares

$4.22 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

33.9K
Shares

$3.69 Million
0.01% of portfolio

About WISDOMTREE U.S. AI ENHANCED VA

Ticker AIVL
Sector ETFs
Industry ETFs

More about AIVL

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