Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. Wisdomtree U.S. Ai Enhanced Va Transaction History

Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

  • $603 Million
  • Q1 2024

A detailed history of Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. holds 23,730 shares of AIVL stock, worth $2.36 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
23,730
Previous 23,730 -0.0%
Holding current value
$2.36 Million
Previous $2.28 Million 6.15%
% of portfolio
0.4%
Previous 0.41%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
SELL
$83.54 - $96.2 $354,627 - $408,369
-4,245 Reduced 15.17%
23,730 $2.28 Million
Q4 2022

Feb 14, 2023
BUY
$87.09 - $95.86 $1.84 Million - $2.03 Million
21,125 Added 308.39%
27,975 $2.57 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-21,200 Reduced 75.58%
6,850 $559,000
Q2 2022

Aug 15, 2022
SELL
N/A
-1,250 Reduced 4.27%
28,050 $2.49 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-1,625 Reduced 5.25%
29,300 $2.96 Million
Q2 2021

Aug 16, 2021
SELL
N/A
-12,200 Reduced 28.29%
30,925 $3.01 Million
Q1 2021

May 17, 2021
SELL
N/A
-5,600 Reduced 11.49%
43,125 $4.07 Million
Q4 2020

Feb 16, 2021
SELL
N/A
-2,400 Reduced 4.69%
48,725 $4.08 Million
Q3 2020

Nov 16, 2020
SELL
N/A
-17,700 Reduced 25.72%
51,125 $3.86 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-5,790 Reduced 7.76%
68,825 $5.07 Million
Q1 2020

May 15, 2020
SELL
N/A
-250 Reduced 0.33%
74,615 $4.82 Million
Q4 2019

Feb 14, 2020
SELL
N/A
-3,050 Reduced 3.91%
74,865 $6.93 Million
Q3 2019

Nov 14, 2019
SELL
N/A
-60 Reduced 0.08%
77,915 $6.81 Million
Q2 2019

Aug 14, 2019
SELL
N/A
-125 Reduced 0.16%
77,975 $6.69 Million
Q1 2019

May 15, 2019
SELL
N/A
-1,100 Reduced 1.39%
78,100 $6.68 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-2,200 Reduced 2.7%
79,200 $6.1 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-675 Reduced 0.82%
81,400 $7.36 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-70 Reduced 0.09%
82,075 $7.13 Million
Q1 2018

May 15, 2018
SELL
N/A
-215 Reduced 0.26%
82,145 $6.95 Million
Q4 2017

Feb 14, 2018
SELL
N/A
-10,720 Reduced 11.52%
82,360 $7.28 Million
Q3 2017

Nov 09, 2017
BUY
N/A
93,080
93,080 $7.85 Million

Others Institutions Holding AIVL

# of Institutions
126
Shares Held
1.08M
Call Options Held
4.7K
Put Options Held
0
View Full List

About WISDOMTREE U.S. AI ENHANCED VA

AIVL Quotes by TradingView
  • Ticker AIVL
  • Sector ETFs
  • Industry ETFs
More about AIVL
Track This Portfolio

Track Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. Portfolio

Follow Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P., based on Form 13F filings with the SEC.

News

Stay updated on Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email