Mc Kinley Carter Wealth Services, Inc. Wisdomtree U.S. Ai Enhanced Va Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.62 Billion
- Q3 2024
A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 3,630 shares of AIVL stock, worth $390,479. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,630
Previous 4,266
14.91%
Holding current value
$390,479
Previous $425,000
4.94%
% of portfolio
0.02%
Previous 0.03%
Shares
21 transactions
Others Institutions Holding AIVL
# of Institutions
130Shares Held
1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY97.8KShares$10.5 Million0.0% of portfolio
-
Jaffetilchin Investment Partners, LLC Tampa, FL87.9KShares$9.46 Million0.75% of portfolio
-
Noble Family Wealth, LLC Clearwater, FL83.5KShares$8.98 Million2.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.4KShares$4.56 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC33.8KShares$3.64 Million0.01% of portfolio