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 $1.51 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,258
Previous 13,257 0.01%
Holding current value
$1.51 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
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