Perfromance Wealth Partners, LLC Wisdomtree U.S. Ai Enhanced Va Transaction History
Perfromance Wealth Partners, LLC
- $2.89 Billion
- Q3 2024
A detailed history of Perfromance Wealth Partners, LLC transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 4,055 shares of AIVL stock, worth $436,196. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,055
Previous 3,400
19.26%
Holding current value
$436,196
Previous $339,000
33.04%
% of portfolio
0.02%
Previous 0.01%
Shares
2 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