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

Fingerlakes Wealth Management, Inc.

$133 Million
Q2 2025

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 2,715 shares of AIVL stock, worth $304,650. This represents 0.23% of its overall portfolio holdings.

Number of Shares

2,715

Previous 2,704 0.41%

Holding current value

$304,650

Previous $296,000 3.38%

% of portfolio

0.23%

Previous 0.25%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$97.18 - $113.06 $1,068 - $1,243	11 Added 0.41%	2,715 $306,000
Q1 2025 Apr 30, 2025	BUY	$104.87 - $112.53 $943 - $1,012	9 Added 0.33%	2,704 $296,000
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

131

Shares Held

996K

Call Options Held

Put Options Held

View Full List

About WISDOMTREE U.S. AI ENHANCED VA

Ticker AIVL
Sector ETFs
Industry ETFs

More about AIVL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fingerlakes Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fingerlakes Wealth Management, Inc. with notifications on news.

Account

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