A detailed history of Creative Planning transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Creative Planning holds 2,492 shares of AIVL stock, worth $271,229. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,492
Previous 2,492 -0.0%
Holding current value
$271,229
Previous $248,000 11.69%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 10, 2024

SELL
$93.54 - $101.78 $51,447 - $55,979
-550 Reduced 18.08%
2,492 $253,000
Q3 2023

Nov 16, 2023

BUY
$88.57 - $96.93 $43,842 - $47,980
495 Added 19.43%
3,042 $270,000
Q2 2023

Jul 21, 2023

BUY
$87.78 - $93.54 $10,094 - $10,757
115 Added 4.73%
2,547 $238,000
Q1 2023

May 15, 2023

BUY
$87.47 - $97.99 $212,727 - $238,311
2,432 New
2,432 $222,000
Q2 2022

Aug 15, 2022

SELL
$86.18 - $100.86 $175,979 - $205,956
-2,042 Closed
0 $0
Q4 2021

Feb 11, 2022

BUY
$93.29 - $101.13 $190,498 - $206,507
2,042 New
2,042 $207,000
Q3 2021

Nov 10, 2021

SELL
$93.98 - $99.34 $201,399 - $212,885
-2,143 Closed
0 $0
Q2 2021

Aug 04, 2021

BUY
$94.6 - $100.85 $202,727 - $216,121
2,143 New
2,143 $208,000
Q3 2020

Nov 05, 2020

SELL
$71.8 - $78.94 $270,686 - $297,603
-3,770 Closed
0 $0
Q2 2020

Jul 23, 2020

SELL
$61.49 - $81.56 $34,495 - $45,755
-561 Reduced 12.95%
3,770 $278,000
Q1 2020

May 05, 2020

BUY
$55.12 - $93.97 $70,553 - $120,281
1,280 Added 41.95%
4,331 $280,000
Q4 2019

Jan 30, 2020

BUY
$84.13 - $92.78 $84 - $92
1 Added 0.03%
3,051 $282,000
Q3 2019

Nov 01, 2019

SELL
$86.37 - $88.25 $18,483 - $18,885
-214 Reduced 6.56%
3,050 $267,000
Q2 2019

Jul 26, 2019

BUY
N/A
666 Added 25.64%
3,264 $280,000
Q1 2019

Apr 24, 2019

BUY
N/A
2,598 New
2,598 $222,000
Q1 2018

Apr 18, 2018

SELL
N/A
-3,549 Closed
0 $0
Q4 2017

Jan 17, 2018

BUY
N/A
232 Added 6.99%
3,549 $314,000
Q3 2017

Oct 17, 2017

BUY
N/A
3,317
3,317 $280,000

Others Institutions Holding AIVL

About WISDOMTREE U.S. AI ENHANCED VA


  • Ticker AIVL
  • Sector ETFs
  • Industry ETFs
More about AIVL
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