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

Mc Kinley Carter Wealth Services, Inc.

  • $1.72 Billion
  • Q2 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 $301,620. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,688
Previous 2,688 -0.0%
Holding current value
$301,620
Previous $293,000 3.41%
% of portfolio
0.02%
Previous 0.02%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
961K
Call Options Held
0
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
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