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

Guardian Wealth Management, Inc.

  • $135 Million
  • Q1 2025

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 495 shares of AIVL stock, worth $54,588. This represents 0.04% of its overall portfolio holdings.

Number of Shares
495
Previous 742 33.29%
Holding current value
$54,588
Previous $79,000 31.65%
% of portfolio
0.04%
Previous 0.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
SELL
$104.87 - $112.53 $25,902 - $27,794
-247 Reduced 33.29%
495 $54,000
Q3 2024

Nov 14, 2024
SELL
$98.85 - $111.3 $1,383 - $1,558
-14 Reduced 1.85%
742 $82,000
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
$82.47 - $95.86 $329 - $383
4 Added 0.24%
1,674 $153,000
Q3 2022

Nov 14, 2022
SELL
$81.63 - $98.32 $163 - $196
-2 Reduced 0.12%
1,670 $136,000
Q2 2022

Aug 15, 2022
BUY
$86.18 - $100.86 $344 - $403
4 Added 0.24%
1,672 $148,000
Q1 2022

May 13, 2022
BUY
$93.62 - $102.34 $187 - $204
2 Added 0.12%
1,668 $165,000
Q4 2021

Feb 15, 2022
BUY
$93.29 - $101.13 $155,421 - $168,482
1,666 New
1,666 $169,000

Others Institutions Holding AIVL

# of Institutions
133
Shares Held
1.01M
Call Options Held
0
Put Options Held
226
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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