Centaurus Financial, Inc. Wisdomtree U.S. Ai Enhanced Va Transaction History

Centaurus Financial, Inc.

$1.44 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 21, 2020	SELL	$55.12 - $93.97 $80,695 - $137,572	-1,464 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$84.13 - $92.78 $123,166 - $135,829	1,464 New	1,464 $135,000
Q3 2019 Nov 12, 2019	SELL	$86.37 - $88.25 $184,831 - $188,855	-2,140 Closed	0 $0
Q2 2019 Aug 15, 2019	BUY	N/A	1,929 Added 914.22%	2,140 $184,000
Q1 2019 Jul 01, 2019	SELL	N/A	-2,252 Reduced 91.43%	211 $2.46 Million
Q1 2019 May 13, 2019	BUY	N/A	2,002 Added 434.27%	2,463 $211,000
Q4 2018 Feb 12, 2019	BUY	N/A	455 Added 7583.33%	461 $6,000
Q3 2018 Nov 05, 2018	SELL	N/A	-5,968 Reduced 99.9%	6 $557,000
Q2 2018 Aug 15, 2018	BUY	N/A	27 Added 0.45%	5,974 $519,000
Q1 2018 May 07, 2018	BUY	N/A	1,570 Added 35.87%	5,947 $503,000
Q4 2017 Feb 09, 2018	BUY	N/A	4,377	4,377 $387,000

Others Institutions Holding AIVL

# of Institutions

128

Shares Held

1M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

97.8K
Shares

$10.9 Million
0.0% of portfolio
Jaffetilchin Investment Partners, LLC Tampa, FL

87.9K
Shares

$9.78 Million
0.75% of portfolio
Noble Family Wealth, LLC Clearwater, FL

83.5K
Shares

$9.29 Million
2.5% of portfolio
Lpl Financial LLC Fort Mill, SC

42.4K
Shares

$4.72 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

33.8K
Shares

$3.77 Million
0.01% of portfolio

About WISDOMTREE U.S. AI ENHANCED VA

Ticker AIVL
Sector ETFs
Industry ETFs

More about AIVL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Centaurus Financial, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Centaurus Financial, Inc. with notifications on news.