Lowe Wealth Advisors, LLC Wisdomtree U.S. Ai Enhanced Va Transaction History
Lowe Wealth Advisors, LLC
- $232 Million
- Q4 2024
A detailed history of Lowe Wealth Advisors, LLC transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 641 shares of AIVL stock, worth $67,221. This represents 0.03% of its overall portfolio holdings.
Number of Shares
641
Previous 863
25.72%
Holding current value
$67,221
Previous $96,000
29.17%
% of portfolio
0.03%
Previous 0.04%
Shares
20 transactions
Others Institutions Holding AIVL
# of Institutions
131Shares Held
1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY97.8KShares$10.3 Million0.0% of portfolio
-
Jaffetilchin Investment Partners, LLC Tampa, FL87.9KShares$9.22 Million0.75% of portfolio
-
Noble Family Wealth, LLC Clearwater, FL83.5KShares$8.76 Million2.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.4KShares$4.45 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC33.8KShares$3.55 Million0.01% of portfolio