Warren Averett Asset Management, LLC Wisdomtree U.S. Ai Enhanced Va Transaction History
Warren Averett Asset Management, LLC
- $6.36 Billion
- Q4 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 4,322 shares of AIVL stock, worth $481,773. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,322
Previous 5,113
15.47%
Holding current value
$481,773
Previous $569,000
19.16%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding AIVL
# of Institutions
127Shares Held
1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY96.8KShares$10.8 Million0.0% of portfolio
-
Jaffetilchin Investment Partners, LLC Tampa, FL88.4KShares$9.86 Million0.7% of portfolio
-
Noble Family Wealth, LLC Clearwater, FL81.7KShares$9.11 Million2.4% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.7KShares$4.31 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC33.9KShares$3.77 Million0.01% of portfolio