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AIVLAIVL
Showing 8 of 26 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in WISDOMTREE TR

OSAIC HOLDINGS, INC. holds 30,977 shares of AIVL (WISDOMTREE TR), worth $4.1M as of 2026-Q2. The position was increased (+0.4% shares). AIVL represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$4.1M

Current Shares

30,977

Total Value Change

+$3.7M

Total Shares Change

+27,364

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
30,977
+0.4%
$4.1M0.0%$131.13
27
2026-Q1
Decreased
30,859
-0.2%
$3.6M0.0%$122.07
0
2025-Q4
Increased
30,925
+0.5%
$3.6M0.0%$115.83
27
2025-Q3
Increased
30,781
+476.0%
$3.5M0.0%$113.37
43
2025-Q2
Decreased
5,344
-29.6%
$604,4050.0%$111.51
0
2025-Q1
Increased
7,586
+54.5%
$833,1630.0%$107.67
35
2024-Q4
Increased
4,910
+35.9%
$523,1260.0%$104.73
31
2024-Q3
Increased
3,613
+10.8%
$402,2890.0%$108.60
26

Other major holders of AIVL: Steward Partners Investment Advisory, LLC, AE Wealth Management LLC, MERCER GLOBAL ADVISORS INC /ADV

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