JONES FINANCIAL COMPANIES LLLP
Position in AIVL — WisdomTree U.S. AI Enhanced Value Fund
CIK 815917
DES PERES, MO
All Filings in AIVL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 AIVL | $132,025 | 1,141 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 AIVL | $95,203 | 828 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 AIVL | $76,110 | 666 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 AIVL | $84,681 | 749 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 AIVL | $74,224 | 676 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 AIVL | $62,527 | 587 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 AIVL | $65,110 | 585 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 AIVL | $31,836 | 319 | Shares | Sole | 2024-08-14 | |
| 2020-12-31 AIVL | $8,289 | 99 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||