Mc Kinley Carter Wealth Services, Inc. Wisdomtree U.S. Ai Enhanced Va Transaction History

Mc Kinley Carter Wealth Services, Inc.

$1.56 Billion
Q1 2025

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 2,688 shares of AIVL stock, worth $296,432. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,688

Previous 2,688 -0.0%

Holding current value

$296,432

Previous $286,000 2.45%

% of portfolio

0.02%

Previous 0.02%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$106.1 - $114.66 $99,946 - $108,009	-942 Reduced 25.95%	2,688 $286,000
Q3 2024 Oct 15, 2024	SELL	$98.85 - $111.3 $62,868 - $70,786	-636 Reduced 14.91%	3,630 $404,000
Q2 2024 Aug 09, 2024	SELL	$96.55 - $102.71 $13,517 - $14,379	-140 Reduced 3.18%	4,266 $425,000
Q1 2024 Apr 26, 2024	SELL	$93.54 - $101.78 $42,373 - $46,106	-453 Reduced 9.32%	4,406 $448,000
Q4 2023 Feb 07, 2024	SELL	$83.54 - $96.2 $7,017 - $8,080	-84 Reduced 1.7%	4,859 $465,000
Q1 2023 Apr 24, 2023	SELL	$87.47 - $97.99 $17,494 - $19,598	-200 Reduced 3.89%	4,943 $453,000
Q3 2022 Oct 24, 2022	SELL	$81.63 - $98.32 $32,652 - $39,328	-400 Reduced 7.22%	5,143 $420,000
Q4 2020 Feb 12, 2021	SELL	$72.77 - $85.16 $355,699 - $416,262	-4,888 Reduced 46.86%	5,543 $464,000
Q3 2020 Oct 14, 2020	SELL	$71.8 - $78.94 $147,908 - $162,616	-2,060 Reduced 16.49%	10,431 $787,000
Q2 2020 Jul 20, 2020	SELL	$61.49 - $81.56 $204,761 - $271,594	-3,330 Reduced 21.05%	12,491 $921,000
Q1 2020 May 01, 2020	BUY	$55.12 - $93.97 $496 - $845	9 Added 0.06%	15,821 $1.02 Million
Q4 2019 Jan 23, 2020	SELL	$84.13 - $92.78 $83,288 - $91,852	-990 Reduced 5.89%	15,812 $1.46 Million
Q3 2019 Nov 14, 2019	SELL	$86.37 - $88.25 $36,361 - $37,153	-421 Reduced 2.44%	16,802 $1.47 Million
Q2 2019 Aug 02, 2019	SELL	N/A	-792 Reduced 4.4%	17,223 $1.48 Million
Q1 2019 May 08, 2019	SELL	N/A	-151 Reduced 0.83%	18,015 $1.54 Million
Q4 2018 Feb 13, 2019	SELL	N/A	-656 Reduced 3.49%	18,166 $1.4 Million
Q3 2018 Nov 06, 2018	SELL	N/A	-2,398 Reduced 11.3%	18,822 $1.7 Million
Q2 2018 Dec 07, 2018	BUY	N/A	8 Added 0.04%	21,220 $1.84 Million
Q1 2018 May 17, 2018	BUY	N/A	9 Added 0.04%	21,212 $1.79 Million
Q4 2017 Jan 31, 2018	SELL	N/A	-198 Reduced 0.93%	21,203 $1.87 Million
Q3 2017 Oct 31, 2017	BUY	N/A	8 Added 0.04%	21,401 $1.81 Million
Q2 2017 Aug 08, 2017	BUY	N/A	21,393	21,393 $1.76 Million

Others Institutions Holding AIVL

# of Institutions

133

Shares Held

1.01M

Call Options Held

Put Options Held

226

View Full List

About WISDOMTREE U.S. AI ENHANCED VA

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Mc Kinley Carter Wealth Services, Inc. Wisdomtree U.S. Ai Enhanced Va Transaction History