Institute For Wealth Management, Llc. Wisdomtree U.S. Ai Enhanced Va Transaction History
Institute For Wealth Management, Llc.
- $763 Million
- Q1 2025
A detailed history of Institute For Wealth Management, Llc. transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 8,756 shares of AIVL stock, worth $902,043. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,756
Previous 8,738
0.21%
Holding current value
$902,043
Previous $930,000
3.33%
% of portfolio
0.13%
Previous 0.12%
Shares
17 transactions
Others Institutions Holding AIVL
# of Institutions
129Shares Held
999KCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY96.8KShares$9.97 Million0.0% of portfolio
-
Jaffetilchin Investment Partners, LLC Tampa, FL88.4KShares$9.11 Million0.7% of portfolio
-
Noble Family Wealth, LLC Clearwater, FL81.5KShares$8.4 Million2.46% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.7KShares$3.99 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC33.9KShares$3.49 Million0.01% of portfolio