Warren Averett Asset Management, LLC Wisdomtree U.S. Ai Enhanced Va Transaction History

Warren Averett Asset Management, LLC

  • $7.99 Billion
  • Q1 2025

A detailed history of Warren Averett Asset Management, LLC transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 4,307 shares of AIVL stock, worth $483,073. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,307
Previous 4,322 0.35%
Holding current value
$483,073
Previous $460,000 2.61%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 15, 2025
SELL
$104.87 - $112.53 $1,573 - $1,687
-15 Reduced 0.35%
4,307 $472,000
Q4 2024

Feb 14, 2025
SELL
$106.1 - $114.66 $83,925 - $90,696
-791 Reduced 15.47%
4,322 $460,000
Q3 2024

Nov 14, 2024
BUY
$98.85 - $111.3 $98 - $111
1 Added 0.02%
5,113 $569,000
Q2 2024

Aug 14, 2024
SELL
$96.55 - $102.71 $49,626 - $52,792
-514 Reduced 9.14%
5,112 $510,000
Q1 2024

May 15, 2024
BUY
$93.54 - $101.78 $526,256 - $572,614
5,626 New
5,626 $572,000

Others Institutions Holding AIVL

# of Institutions
132
Shares Held
996K
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
  • Industry ETFs
More about AIVL
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