Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 03, 2022

SELL
$86.18 - $100.86 $7,325 - $8,573
-85 Reduced 3.58%
2,291 $203,000
Q1 2022

Apr 18, 2022

BUY
$93.62 - $102.34 $34,545 - $37,763
369 Added 18.39%
2,376 $235,000
Q4 2021

Jan 20, 2022

BUY
$93.29 - $101.13 $187,233 - $202,967
2,007 New
2,007 $203,000
Q3 2021

Nov 01, 2021

SELL
$93.98 - $99.34 $230,626 - $243,780
-2,454 Closed
0 $0
Q2 2021

Jul 21, 2021

BUY
$94.6 - $100.85 $232,148 - $247,485
2,454 New
2,454 $239,000
Q4 2020

Feb 01, 2021

SELL
$72.77 - $85.16 $1.14 Million - $1.33 Million
-15,669 Closed
0 $0
Q3 2020

Nov 06, 2020

SELL
$71.8 - $78.94 $1.28 Million - $1.41 Million
-17,849 Reduced 53.25%
15,669 $1.18 Million
Q2 2020

Aug 05, 2020

BUY
$61.49 - $81.56 $466,524 - $618,795
7,587 Added 29.26%
33,518 $2.47 Million
Q1 2020

May 07, 2020

SELL
$55.12 - $93.97 $9.02 Million - $15.4 Million
-163,634 Reduced 86.32%
25,931 $1.68 Million
Q4 2019

Jan 15, 2020

BUY
$84.13 - $92.78 $6.72 Million - $7.42 Million
79,924 Added 72.9%
189,565 $17.5 Million
Q3 2019

Nov 05, 2019

BUY
$86.37 - $88.25 $9.47 Million - $9.68 Million
109,641 New
109,641 $9.59 Million

Others Institutions Holding AIVL

About WISDOMTREE U.S. AI ENHANCED VA


  • Ticker AIVL
  • Sector ETFs
  • Industry ETFs
More about AIVL
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.