Fingerlakes Wealth Management, Inc. Wisdomtree U.S. Ai Enhanced Va Transaction History

Fingerlakes Wealth Management, Inc.

  • $123 Million
  • Q4 2024

A detailed history of Fingerlakes Wealth Management, Inc. transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 2,695 shares of AIVL stock, worth $303,268. This represents 0.23% of its overall portfolio holdings.

Number of Shares
2,695
Previous 2,728 1.21%
Holding current value
$303,268
Previous $303,000 5.28%
% of portfolio
0.23%
Previous 0.25%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$106.1 - $114.66 $3,501 - $3,783
-33 Reduced 1.21%
2,695 $287,000
Q3 2024

Oct 31, 2024
SELL
$98.85 - $111.3 $4,744 - $5,342
-48 Reduced 1.73%
2,728 $303,000
Q2 2024

Aug 07, 2024
SELL
$96.55 - $102.71 $2,317 - $2,465
-24 Reduced 0.86%
2,776 $277,000
Q1 2024

Apr 24, 2024
BUY
$93.54 - $101.78 $1,309 - $1,424
14 Added 0.5%
2,800 $284,000
Q4 2023

Jan 26, 2024
BUY
$83.54 - $96.2 $1,420 - $1,635
17 Added 0.61%
2,786 $267,000
Q3 2023

Nov 07, 2023
BUY
$88.57 - $96.93 $1,948 - $2,132
22 Added 0.8%
2,769 $246,000
Q2 2023

Aug 10, 2023
BUY
$87.78 - $93.54 $1,404 - $1,496
16 Added 0.59%
2,747 $256,000
Q1 2023

May 02, 2023
BUY
$87.47 - $97.99 $1,137 - $1,273
13 Added 0.48%
2,731 $250,000
Q4 2022

Feb 10, 2023
BUY
$82.47 - $95.86 $1,566 - $1,821
19 Added 0.7%
2,718 $249,000
Q3 2022

Oct 28, 2022
SELL
$81.63 - $98.32 $51,508 - $62,039
-631 Reduced 18.95%
2,699 $220,000
Q2 2022

Aug 05, 2022
BUY
$86.18 - $100.86 $1,292 - $1,512
15 Added 0.45%
3,330 $296,000
Q1 2022

May 06, 2022
SELL
$93.62 - $102.34 $59,635 - $65,190
-637 Reduced 16.12%
3,315 $328,000
Q4 2021

Feb 17, 2022
BUY
$93.29 - $101.13 $368,682 - $399,665
3,952 New
3,952 $398,000

Others Institutions Holding AIVL

# of Institutions
127
Shares Held
1M
Call Options Held
0
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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