Perfromance Wealth Partners, LLC Wisdomtree U.S. Ai Enhanced Va Transaction History

Perfromance Wealth Partners, LLC

  • $3.08 Billion
  • Q2 2025

A detailed history of Perfromance Wealth Partners, LLC transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 3,842 shares of AIVL stock, worth $437,334. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,842
Previous 3,902 1.54%
Holding current value
$437,334
Previous $428,000 1.4%
% of portfolio
0.01%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
SELL
$97.18 - $113.06 $5,830 - $6,783
-60 Reduced 1.54%
3,842 $434,000
Q1 2025

Apr 22, 2025
SELL
$104.87 - $112.53 $2,831 - $3,038
-27 Reduced 0.69%
3,902 $428,000
Q4 2024

Jan 17, 2025
SELL
$106.1 - $114.66 $13,368 - $14,447
-126 Reduced 3.11%
3,929 $418,000
Q3 2024

Oct 10, 2024
BUY
$98.85 - $111.3 $64,746 - $72,901
655 Added 19.26%
4,055 $451,000
Q4 2021

Feb 03, 2022
BUY
$93.29 - $101.13 $317,186 - $343,842
3,400 New
3,400 $344,000

Others Institutions Holding AIVL

# of Institutions
131
Shares Held
956K
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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