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 $273,995. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,492
Previous 2,492 -0.0%
Holding current value
$273,995
Previous $253,000 1.98%
% 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
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning 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 Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.