Steward Partners Investment Advisory, LLC Wisdomtree U.S. Ai Enhanced Va Transaction History

Steward Partners Investment Advisory, LLC

  • $16.6 Billion
  • Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 324 shares of AIVL stock, worth $36,595. This represents 0.0% of its overall portfolio holdings.

Number of Shares
324
Previous 324 -0.0%
Holding current value
$36,595
Previous $36,000 2.78%
% of portfolio
0.0%
Previous 0.0%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$104.87 - $112.53 $13,842 - $14,853
-132 Reduced 28.95%
324 $35,000
Q3 2024

Nov 14, 2024
BUY
$98.85 - $111.3 $23,130 - $26,044
234 Added 105.41%
456 $50,000
Q2 2024

Aug 08, 2024
SELL
$96.55 - $102.71 $868 - $924
-9 Reduced 3.9%
222 $22,000
Q3 2023

Nov 13, 2023
BUY
$88.57 - $96.93 $3,542 - $3,877
40 Added 20.94%
231 $20,000
Q2 2023

Aug 14, 2023
SELL
$87.78 - $93.54 $13,167 - $14,031
-150 Reduced 43.99%
191 $17,000
Q1 2023

May 15, 2023
BUY
$87.47 - $97.99 $3,586 - $4,017
41 Added 13.67%
341 $31,000
Q3 2022

Nov 10, 2022
BUY
$81.63 - $98.32 $12,244 - $14,747
150 Added 100.0%
300 $24,000
Q2 2022

Aug 04, 2022
SELL
$86.18 - $100.86 $761,141 - $890,795
-8,832 Reduced 98.33%
150 $13,000
Q1 2022

May 02, 2022
SELL
$93.62 - $102.34 $1.78 Million - $1.94 Million
-18,964 Reduced 67.86%
8,982 $890,000
Q4 2021

Feb 08, 2022
SELL
$93.29 - $101.13 $1.92 Million - $2.08 Million
-20,536 Reduced 42.36%
27,946 $2.83 Million
Q3 2021

Nov 12, 2021
SELL
$93.98 - $99.34 $18,514 - $19,569
-197 Reduced 0.4%
48,482 $4.56 Million
Q2 2021

Aug 13, 2021
SELL
$94.6 - $100.85 $16,555 - $17,648
-175 Reduced 0.36%
48,679 $4.73 Million
Q1 2021

May 14, 2021
BUY
$82.63 - $94.8 $37,679 - $43,228
456 Added 0.94%
48,854 $0
Q4 2020

Feb 11, 2021
BUY
$72.77 - $85.16 $186,509 - $218,265
2,563 Added 5.59%
48,398 $4.05 Million
Q3 2020

Oct 30, 2020
BUY
$71.8 - $78.94 $1,866 - $2,052
26 Added 0.06%
45,835 $3.46 Million
Q2 2020

Aug 06, 2020
BUY
$61.49 - $81.56 $437,193 - $579,891
7,110 Added 18.37%
45,809 $3.38 Million
Q1 2020

Apr 29, 2020
BUY
$55.12 - $93.97 $1.64 Million - $2.8 Million
29,833 Added 336.49%
38,699 $2.5 Million
Q4 2019

Jan 17, 2020
BUY
$84.13 - $92.78 $745,896 - $822,587
8,866 New
8,866 $820,000
Q4 2017

Jan 19, 2018
SELL
N/A
-170 Closed
0 $0
Q3 2017

Nov 22, 2017
BUY
N/A
1 Added 0.59%
170 $14,000
Q2 2017

Nov 22, 2017
BUY
N/A
169
169 $13,000

Others Institutions Holding AIVL

# of Institutions
130
Shares Held
1.01M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. AI ENHANCED VA

AIVL Quotes by TradingView
  • Ticker AIVL
  • Sector ETFs
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