A detailed history of Apollon Wealth Management, LLC transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 15,571 shares of AIVL stock, worth $1.55 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
15,571
Previous 15,586 0.1%
Holding current value
$1.55 Million
Previous $1.49 Million 6.02%
% of portfolio
0.05%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024

SELL
$93.54 - $101.78 $1,403 - $1,526
-15 Reduced 0.1%
15,571 $1.58 Million
Q4 2023

Feb 06, 2024

BUY
$83.54 - $96.2 $11,862 - $13,660
142 Added 0.92%
15,586 $1.49 Million
Q3 2023

Nov 14, 2023

SELL
$88.57 - $96.93 $3,011 - $3,295
-34 Reduced 0.22%
15,444 $1.37 Million
Q2 2023

Aug 04, 2023

BUY
$87.78 - $93.54 $4,827 - $5,144
55 Added 0.36%
15,478 $1.45 Million
Q1 2023

May 15, 2023

SELL
$87.47 - $97.99 $5,248 - $5,879
-60 Reduced 0.39%
15,423 $1.41 Million
Q4 2022

Feb 15, 2023

SELL
$87.09 - $95.86 $4,354 - $4,793
-50 Reduced 0.32%
15,483 $1.42 Million
Q3 2022

Nov 08, 2022

SELL
N/A
-282 Reduced 1.78%
15,533 $1.27 Million
Q2 2022

Aug 11, 2022

SELL
N/A
-325 Reduced 2.01%
15,815 $1.4 Million
Q1 2022

May 16, 2022

SELL
N/A
-1,324 Reduced 7.58%
16,140 $1.6 Million
Q4 2021

Feb 14, 2022

BUY
N/A
17,464 New
17,464 $1.77 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 Apollon Wealth Management, LLC Portfolio

Follow Apollon 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 Apollon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Apollon Wealth Management, LLC with notifications on news.