Traverso Chambers Private Wealth Management, LLC Wisdomtree U.S. Ai Enhanced Va Transaction History
Traverso Chambers Private Wealth Management, LLC
- $411 Million
- Q4 2023
A detailed history of Traverso Chambers Private Wealth Management, LLC transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Traverso Chambers Private Wealth Management, LLC holds 16,326 shares of AIVL stock, worth $1.78 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
16,326
Previous 16,491
1.0%
Holding current value
$1.78 Million
Previous $1.47 Million
6.68%
% of portfolio
0.38%
Previous 0.39%
Shares
21 transactions
Others Institutions Holding AIVL
# of Institutions
123Shares Held
971KCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY102KShares$11.1 Million0.0% of portfolio
-
Jaffetilchin Investment Partners, LLC Tampa, FL87.9KShares$9.6 Million0.75% of portfolio
-
Noble Family Wealth, LLC Clearwater, FL83.5KShares$9.12 Million2.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.8KShares$4.57 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC33.8KShares$3.7 Million0.01% of portfolio