A detailed history of Ica Group Wealth Management, LLC transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 225 shares of AIVL stock, worth $24,282. This represents 0.01% of its overall portfolio holdings.

Number of Shares
225
Previous 325 30.77%
Holding current value
$24,282
Previous $33,000 33.33%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$96.55 - $102.71 $9,655 - $10,271
-100 Reduced 30.77%
225 $22,000
Q4 2023

Mar 07, 2024

BUY
$83.54 - $96.2 $27,150 - $31,265
325 New
325 $31,000
Q4 2022

Feb 14, 2023

BUY
$82.47 - $95.86 $26,802 - $31,154
325 New
325 $29,000

Others Institutions Holding AIVL

About WISDOMTREE U.S. AI ENHANCED VA


  • Ticker AIVL
  • Sector ETFs
  • Industry ETFs
More about AIVL
Track This Portfolio

Track Ica Group Wealth Management, LLC Portfolio

Follow Ica Group Wealth Management, LLC 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 Ica Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ica Group Wealth Management, LLC with notifications on news.