Congress Wealth Management LLC Wisdomtree U.S. Ai Enhanced Va Transaction History

Congress Wealth Management LLC

  • $5.64 Billion
  • Q1 2024

A detailed history of Congress Wealth Management LLC transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Congress Wealth Management LLC holds 27,000 shares of AIVL stock, worth $2.68 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
27,000
Previous 27,000 -0.0%
Holding current value
$2.68 Million
Previous $2.59 Million 6.14%
% of portfolio
0.05%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024
SELL
$83.54 - $96.2 $78,611 - $90,524
-941 Reduced 3.37%
27,000 $2.59 Million
Q3 2023

Oct 30, 2023
BUY
$88.57 - $96.93 $2.47 Million - $2.71 Million
27,941 New
27,941 $2.49 Million

Others Institutions Holding AIVL

# of Institutions
126
Shares Held
1.08M
Call Options Held
4.7K
Put Options Held
0
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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