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

Fingerlakes Wealth Management, Inc.

$111 Million
Q2 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 2,776 shares of AIVL stock, worth $305,221. This represents 0.25% of its overall portfolio holdings.

Number of Shares

2,776

Previous 2,800 0.86%

Holding current value

$305,221

Previous $284,000 2.46%

% of portfolio

0.25%

Previous 0.28%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

122

Shares Held

971K

Call Options Held

Put Options Held

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About WISDOMTREE U.S. AI ENHANCED VA

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