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

Sculati Wealth Management, LLC

$233 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 10, 2023	BUY	$82.47 - $95.86 $196,031 - $227,859	2,377 New	2,377 $218,000
Q2 2022 Aug 09, 2022	SELL	$86.18 - $100.86 $87,903 - $102,877	-1,020 Reduced 30.03%	2,377 $211,000
Q1 2022 May 10, 2022	BUY	$93.62 - $102.34 $34,639 - $37,865	370 Added 12.22%	3,397 $337,000
Q4 2021 Feb 07, 2022	BUY	$93.29 - $101.13 $52,242 - $56,632	560 Added 22.7%	3,027 $306,000
Q2 2021 Aug 13, 2021	BUY	$94.6 - $100.85 $473 - $504	5 Added 0.2%	2,467 $240,000
Q4 2020 Feb 10, 2021	BUY	$72.77 - $85.16 $179,159 - $209,663	2,462 New	2,462 $206,000
Q1 2020 May 22, 2020	SELL	$55.12 - $93.97 $127,106 - $216,694	-2,306 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$84.13 - $92.78 $194,003 - $213,950	2,306 New	2,306 $213,000

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

$10.9 Million
0.0% of portfolio
Jaffetilchin Investment Partners, LLC Tampa, FL

87.9K
Shares

$9.78 Million
0.75% of portfolio
Noble Family Wealth, LLC Clearwater, FL

83.5K
Shares

$9.29 Million
2.5% of portfolio
Lpl Financial LLC Fort Mill, SC

42.4K
Shares

$4.72 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

33.8K
Shares

$3.77 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 Sculati Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sculati Wealth Management, LLC with notifications on news.