Perigon Wealth Management, LLC Wisdomtree U.S. Ai Enhanced Va Transaction History

Perigon Wealth Management, LLC

  • $4.18 Billion
  • Q2 2025

A detailed history of Perigon Wealth Management, LLC transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 5,880 shares of AIVL stock, worth $661,558. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,880
Previous 5,943 1.06%
Holding current value
$661,558
Previous $652,000 1.38%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 15, 2025
SELL
$97.18 - $112.51 $6,122 - $7,088
-63 Reduced 1.06%
5,880 $661,000
Q4 2024

Jan 22, 2025
BUY
$106.1 - $114.66 $189,494 - $204,782
1,786 Added 42.96%
5,943 $633,000
Q3 2024

Oct 16, 2024
BUY
$98.85 - $111.3 $410,919 - $462,674
4,157 New
4,157 $462,000

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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