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

Guardian Wealth Management, Inc.

$121 Million
Q1 2024

A detailed history of Guardian Wealth Management, Inc. transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Guardian Wealth Management, Inc. holds 756 shares of AIVL stock, worth $74,730. This represents 0.06% of its overall portfolio holdings.

Number of Shares

756

Previous 804 5.97%

Holding current value

$74,730

Previous $77,000 1.3%

% of portfolio

0.06%

Previous 0.07%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$93.54 - $101.78 $4,489 - $4,885	-48 Reduced 5.97%	756 $76,000
Q4 2023 Feb 14, 2024	SELL	$83.54 - $96.2 $31,076 - $35,786	-372 Reduced 31.63%	804 $77,000
Q3 2023 Oct 31, 2023	SELL	$88.57 - $96.93 $7,617 - $8,335	-86 Reduced 6.81%	1,176 $104,000
Q2 2023 Aug 14, 2023	SELL	$87.78 - $93.54 $11,499 - $12,253	-131 Reduced 9.4%	1,262 $118,000
Q1 2023 May 09, 2023	SELL	$87.47 - $97.99 $24,579 - $27,535	-281 Reduced 16.79%	1,393 $127,000

Q4 2022 Feb 10, 2023	BUY	$87.09 - $95.86 $348 - $383	4 Added 0.24%	1,674 $153,000
Q3 2022 Nov 14, 2022	SELL	N/A	-2 Reduced 0.12%	1,670 $136,000
Q2 2022 Aug 15, 2022	BUY	N/A	4 Added 0.24%	1,672 $148,000
Q1 2022 May 13, 2022	BUY	N/A	2 Added 0.12%	1,668 $165,000
Q4 2021 Feb 15, 2022	BUY	N/A	1,666 New	1,666 $169,000

Others Institutions Holding AIVL

# of Institutions

126

Shares Held

1.08M

Call Options Held

4.7K

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 Guardian Wealth Management, Inc., based on Form 13F filings with the SEC.

News

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

Account

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