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AIVIAIVI
9 quarters

Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in WISDOMTREE TR

JONES FINANCIAL COMPANIES LLLP holds 15,441 shares of AIVI (WISDOMTREE TR), worth $863,044 as of 2026-Q2. The position was increased (+0.4% shares). AIVI represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$863,044

Current Shares

15,441

Total Value Change

+$765,785

Total Shares Change

+12,970

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
15,441
+0.4%
$863,0440.0%$56.30
25
2026-Q1
Increased
15,386
+12.9%
$805,0110.0%$55.23
28
2025-Q4
Decreased
13,631
-0.4%
$708,6070.0%$52.16
0
2025-Q3
Unchanged
13,682
0.0%
$674,4270.0%$48.60
0
2025-Q2
Increased
13,682
+1.4%
$658,1590.0%$46.96
25
2025-Q1
Increased
13,491
+0.1%
$594,5350.0%$42.06
24
2024-Q4
Increased
13,476
+39.7%
$530,6850.0%$37.41
32
2024-Q3
Increased
9,646
+290.4%
$425,7940.0%$41.66
39
2024-Q2
New
2,471
-
$97,2590.0%$36.91
30

Other major holders of AIVI: Steward Partners Investment Advisory, LLC, AMERIPRISE FINANCIAL INC, XPONANCE LLC

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