Graves Light Lenhart Wealth, Inc. Wisdomtree U.S. Ai Enhanced Va Transaction History

Graves Light Lenhart Wealth, Inc.

$835 Million
Q2 2025

A detailed history of Graves Light Lenhart Wealth, Inc. transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Graves Light Lenhart Wealth, Inc. holds 3,407 shares of AIVL stock, worth $388,772. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,407

Previous 3,407 -0.0%

Holding current value

$388,772

Previous $371,000 3.23%

% of portfolio

0.05%

Previous 0.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$106.1 - $114.66 $9,549 - $10,319	-90 Reduced 2.57%	3,407 $362,000
Q3 2024 Nov 14, 2024	SELL	$98.85 - $111.3 $27,579 - $31,052	-279 Reduced 7.39%	3,497 $389,000
Q2 2022 Aug 15, 2022	SELL	$86.18 - $100.86 $2,671 - $3,126	-31 Reduced 0.81%	3,776 $335,000
Q1 2021 Apr 09, 2021	SELL	$82.63 - $94.8 $4,627 - $5,308	-56 Reduced 1.45%	3,807 $359,000
Q3 2020 Nov 10, 2020	SELL	$71.8 - $78.94 $28,720 - $31,576	-400 Reduced 9.38%	3,863 $291,000
Q2 2020 Jul 31, 2020	SELL	$61.49 - $81.56 $30,745 - $40,780	-500 Reduced 10.5%	4,263 $314,000
Q2 2019 May 10, 2024	BUY	N/A	987 Added 26.14%	4,763 $0
Q1 2019 May 10, 2024	BUY	N/A	987 Added 26.14%	4,763 $0
Q1 2019 Apr 11, 2019	BUY	N/A	1,304 Added 37.7%	4,763 $407,000
Q4 2018 Jan 28, 2019	BUY	N/A	3,459 New	3,459 $266,000

Others Institutions Holding AIVL

# of Institutions

133

Shares Held

961K

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 Graves Light Lenhart Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Graves Light Lenhart Wealth, Inc. with notifications on news.

Account

Graves Light Lenhart Wealth, Inc. Wisdomtree U.S. Ai Enhanced Va Transaction History