Roble, Belko & Company, Inc Wisdomtree U.S. Ai Enhanced Va Transaction History

Roble, Belko & Company, Inc

$634 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	SELL	$81.63 - $98.32 $91,833 - $110,609	-1,125 Reduced 59.43%	768 $63,000
Q2 2022 Aug 10, 2022	SELL	$86.18 - $100.86 $163,138 - $190,927	-1,893 Reduced 50.0%	1,893 $168,000
Q1 2022 May 06, 2022	BUY	$93.62 - $102.34 $177,222 - $193,729	1,893 Added 100.0%	3,786 $379,000
Q1 2021 May 12, 2021	BUY	$82.63 - $94.8 $21,153 - $24,268	256 Added 15.64%	1,893 $179,000
Q4 2020 Feb 05, 2021	BUY	$72.77 - $85.16 $63,237 - $74,004	869 Added 113.15%	1,637 $137,000
Q2 2020 Aug 10, 2020	SELL	$61.49 - $81.56 $48,085 - $63,779	-782 Reduced 50.45%	768 $57,000
Q1 2020 May 05, 2020	BUY	$55.12 - $93.97 $85,436 - $145,653	1,550 New	1,550 $100,000

Others Institutions Holding AIVL

# of Institutions

129

Shares Held

1M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

97.8K
Shares

$10.6 Million
0.0% of portfolio
Jaffetilchin Investment Partners, LLC Tampa, FL

87.9K
Shares

$9.57 Million
0.75% of portfolio
Noble Family Wealth, LLC Clearwater, FL

83.5K
Shares

$9.09 Million
2.5% of portfolio
Lpl Financial LLC Fort Mill, SC

42.4K
Shares

$4.62 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

33.8K
Shares

$3.68 Million
0.01% of portfolio

About WISDOMTREE U.S. AI ENHANCED VA

Ticker AIVL
Sector ETFs
Industry ETFs

More about AIVL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Roble, Belko & Company, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Roble, Belko & Company, Inc with notifications on news.