Captrust Financial Advisors Wisdomtree U.S. Ai Enhanced Va Transaction History

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025

A detailed history of Captrust Financial Advisors transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Captrust Financial Advisors holds 13,258 shares of AIVL stock, worth $1.46 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,258
Previous 13,257 0.01%
Holding current value
$1.46 Million
Previous $1.41 Million 3.05%
% of portfolio
0.0%
Previous 0.0%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$104.87 - $112.53 $104 - $112
1 Added 0.01%
13,258 $1.46 Million
Q4 2024

Feb 14, 2025
SELL
$106.1 - $114.66 $34,270 - $37,035
-323 Reduced 2.38%
13,257 $1.41 Million
Q3 2024

Nov 14, 2024
BUY
$98.85 - $111.3 $1,581 - $1,780
16 Added 0.12%
13,580 $1.51 Million
Q2 2024

Aug 14, 2024
SELL
$96.55 - $102.71 $772 - $821
-8 Reduced 0.06%
13,564 $1.35 Million
Q1 2024

May 15, 2024
SELL
$93.54 - $101.78 $17,398 - $18,931
-186 Reduced 1.35%
13,572 $1.38 Million
Q4 2023

Feb 14, 2024
BUY
$83.54 - $96.2 $1,670 - $1,924
20 Added 0.15%
13,758 $1.32 Million
Q3 2023

Nov 14, 2023
BUY
$88.57 - $96.93 $2,037 - $2,229
23 Added 0.17%
13,738 $1.22 Million
Q2 2023

Aug 14, 2023
BUY
$87.78 - $93.54 $1,580 - $1,683
18 Added 0.13%
13,715 $1.28 Million
Q1 2023

May 15, 2023
BUY
$87.47 - $97.99 $1,224 - $1,371
14 Added 0.1%
13,697 $1.26 Million
Q4 2022

Feb 15, 2023
BUY
$82.47 - $95.86 $1,731 - $2,013
21 Added 0.15%
13,683 $1.26 Million
Q3 2022

Nov 16, 2022
BUY
$81.63 - $98.32 $1,550 - $1,868
19 Added 0.14%
13,662 $1.12 Million
Q2 2022

Aug 16, 2022
BUY
$86.18 - $100.86 $4,912 - $5,749
57 Added 0.42%
13,643 $1.21 Million
Q1 2022

May 16, 2022
SELL
$93.62 - $102.34 $6,366 - $6,959
-68 Reduced 0.5%
13,586 $1.35 Million
Q4 2021

Feb 14, 2022
SELL
$93.29 - $101.13 $1,679 - $1,820
-18 Reduced 0.13%
13,654 $1.38 Million
Q3 2021

Nov 16, 2021
BUY
$93.98 - $99.34 $47,177 - $49,868
502 Added 3.81%
13,672 $1.29 Million
Q2 2021

Aug 16, 2021
BUY
$94.6 - $100.85 $2,081 - $2,218
22 Added 0.17%
13,170 $1.28 Million
Q1 2021

May 17, 2021
BUY
$82.63 - $94.8 $850,427 - $975,681
10,292 Added 360.36%
13,148 $1.24 Million
Q4 2020

Feb 16, 2021
BUY
$72.77 - $85.16 $4,293 - $5,024
59 Added 2.11%
2,856 $239,000
Q3 2020

Nov 17, 2020
SELL
$71.8 - $78.94 $215 - $236
-3 Reduced 0.11%
2,797 $210,000
Q2 2020

Aug 14, 2020
BUY
$61.49 - $81.56 $172,172 - $228,368
2,800 New
2,800 $207,000
Q4 2019

Feb 14, 2020
SELL
$84.13 - $92.78 $23,219 - $25,607
-276 Closed
0 $0
Q3 2019

Nov 14, 2019
BUY
$86.37 - $88.25 $11,400 - $11,649
132 Added 91.67%
276 $24,000
Q1 2019

May 15, 2019
BUY
N/A
144 New
144 $12,000

Others Institutions Holding AIVL

# of Institutions
133
Shares Held
1.01M
Call Options Held
0
Put Options Held
226
View Full List

About WISDOMTREE U.S. AI ENHANCED VA

AIVL Quotes by TradingView
  • Ticker AIVL
  • Sector ETFs
  • Industry ETFs
More about AIVL
Track This Portfolio

Track Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors 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 Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email