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

Perfromance Wealth Partners, LLC

  • $2.77 Billion
  • Q1 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 3,902 shares of AIVL stock, worth $430,312. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,902
Previous 3,929 0.69%
Holding current value
$430,312
Previous $418,000 2.39%
% of portfolio
0.02%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
133
Shares Held
1.01M
Call Options Held
0
Put Options Held
226
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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