Mark Sheptoff Financial Planning, LLC Wisdomtree U.S. Ai Enhanced Va Transaction History

Mark Sheptoff Financial Planning, LLC

$182 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 12, 2020	SELL	$71.8 - $78.94 $17,950 - $19,735	-250 Closed	0 $0
Q3 2017 Nov 09, 2017	BUY	N/A	250	250 $21,000

Others Institutions Holding AIVL

# of Institutions

129

Shares Held

999K

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

96.8K
Shares

$9.97 Million
0.0% of portfolio
Jaffetilchin Investment Partners, LLC Tampa, FL

88.4K
Shares

$9.11 Million
0.7% of portfolio
Noble Family Wealth, LLC Clearwater, FL

81.5K
Shares

$8.4 Million
2.46% of portfolio
Lpl Financial LLC Fort Mill, SC

38.7K
Shares

$3.99 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

33.9K
Shares

$3.49 Million
0.01% of portfolio

About WISDOMTREE U.S. AI ENHANCED VA

Ticker AIVL
Sector ETFs
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