A detailed history of Spire Wealth Management transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Spire Wealth Management holds 4,177 shares of AIVL stock, worth $414,692. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,177
Previous 4,176 0.02%
Holding current value
$414,692
Previous $400,000 6.25%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024

BUY
$93.54 - $101.78 $93 - $101
1 Added 0.02%
4,177 $425,000
Q3 2023

Nov 08, 2023

BUY
$88.57 - $96.93 $88 - $96
1 Added 0.02%
4,176 $371,000
Q2 2023

Aug 09, 2023

SELL
$87.78 - $93.54 $64,781 - $69,032
-738 Reduced 15.02%
4,175 $390,000
Q1 2023

May 09, 2023

BUY
$87.47 - $97.99 $178,613 - $200,095
2,042 Added 71.13%
4,913 $450,000
Q4 2022

Feb 03, 2023

BUY
$87.09 - $95.86 $87 - $95
1 Added 0.03%
2,871 $264,000
Q3 2022

Nov 07, 2022

SELL
N/A
-3,118 Reduced 52.07%
2,870 $234,000
Q2 2022

Jul 22, 2022

SELL
N/A
-1,754 Reduced 22.66%
5,988 $531,000
Q1 2022

Apr 18, 2022

BUY
N/A
1 Added 0.01%
7,742 $767,000
Q4 2021

Jan 14, 2022

BUY
N/A
3 Added 0.04%
7,741 $783,000
Q3 2021

Oct 22, 2021

BUY
N/A
1 Added 0.01%
7,738 $727,000
Q2 2021

Jul 26, 2021

SELL
N/A
-88 Reduced 1.12%
7,737 $752,000
Q1 2021

May 21, 2021

BUY
N/A
7,825 New
7,825 $738,000

Others Institutions Holding AIVL

About WISDOMTREE U.S. AI ENHANCED VA


  • Ticker AIVL
  • Sector ETFs
  • Industry ETFs
More about AIVL
Track This Portfolio

Track Spire Wealth Management Portfolio

Follow Spire Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.