Cahill Financial Advisors Inc Wisdomtree U.S. Ai Enhanced Va Transaction History

Cahill Financial Advisors Inc

$717 Million
Q2 2024

A detailed history of Cahill Financial Advisors Inc transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Cahill Financial Advisors Inc holds 3,957 shares of AIVL stock, worth $434,518. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,957

Previous 6,536 39.46%

Holding current value

$434,518

Previous $665,000 40.75%

% of portfolio

0.05%

Previous 0.09%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$96.55 - $102.71 $249,002 - $264,889	-2,579 Reduced 39.46%	3,957 $394,000
Q1 2024 May 13, 2024	SELL	$93.54 - $101.78 $639,158 - $695,462	-6,833 Reduced 51.11%	6,536 $665,000
Q4 2023 Feb 13, 2024	SELL	$83.54 - $96.2 $390,382 - $449,542	-4,673 Reduced 25.9%	13,369 $1.28 Million
Q3 2023 Nov 14, 2023	SELL	$88.57 - $96.93 $174,660 - $191,145	-1,972 Reduced 9.85%	18,042 $1.61 Million
Q2 2023 Aug 14, 2023	SELL	$87.78 - $93.54 $92,783 - $98,871	-1,057 Reduced 5.02%	20,014 $1.87 Million
Q1 2023 May 11, 2023	SELL	$87.47 - $97.99 $42,335 - $47,427	-484 Reduced 2.25%	21,071 $1.93 Million
Q4 2022 Feb 14, 2023	SELL	$82.47 - $95.86 $6,185 - $7,189	-75 Reduced 0.35%	21,555 $1.98 Million
Q3 2022 Nov 14, 2022	SELL	$81.63 - $98.32 $26,529 - $31,953	-325 Reduced 1.48%	21,630 $1.77 Million
Q2 2022 Aug 08, 2022	BUY	$86.18 - $100.86 $4,567 - $5,345	53 Added 0.24%	21,955 $0
Q1 2022 May 12, 2022	SELL	$93.62 - $102.34 $16,009 - $17,500	-171 Reduced 0.77%	21,902 $2.17 Million
Q4 2021 Feb 11, 2022	BUY	$93.29 - $101.13 $9,888 - $10,719	106 Added 0.48%	22,073 $2.23 Million
Q3 2021 Nov 16, 2021	SELL	$93.98 - $99.34 $38,813 - $41,027	-413 Reduced 1.85%	21,967 $2.06 Million
Q2 2021 Aug 16, 2021	SELL	$94.6 - $100.85 $33,866 - $36,104	-358 Reduced 1.57%	22,380 $2.18 Million
Q1 2021 May 17, 2021	BUY	$82.63 - $94.8 $2,974 - $3,412	36 Added 0.16%	22,738 $2.14 Million
Q4 2020 Feb 17, 2021	BUY	$72.77 - $85.16 $6,185 - $7,238	85 Added 0.38%	22,702 $1.9 Million
Q3 2020 Nov 17, 2020	SELL	$71.8 - $78.94 $12,493 - $13,735	-174 Reduced 0.76%	22,617 $1.71 Million
Q2 2020 Aug 12, 2020	BUY	$61.49 - $81.56 $1,106 - $1,468	18 Added 0.08%	22,791 $1.68 Million
Q1 2020 May 18, 2020	BUY	$55.12 - $93.97 $796,263 - $1.36 Million	14,446 Added 173.48%	22,773 $1.47 Million
Q1 2020 May 15, 2020	SELL	$55.12 - $93.97 $799,791 - $1.36 Million	-14,510 Reduced 63.54%	8,327 $987,000
Q4 2019 Feb 14, 2020	SELL	$84.13 - $92.78 $5,216 - $5,752	-62 Reduced 0.27%	22,837 $0
Q3 2019 Nov 14, 2019	SELL	$86.37 - $88.25 $9,759 - $9,972	-113 Reduced 0.49%	22,899 $0
Q2 2019 Aug 14, 2019	BUY	N/A	62 Added 0.27%	23,012 $1.97 Million
Q1 2019 May 16, 2019	BUY	N/A	28 Added 0.12%	22,950 $1.96 Million
Q4 2018 Feb 15, 2019	BUY	N/A	1,575 Added 7.38%	22,922 $1.77 Million
Q3 2018 Nov 13, 2018	SELL	N/A	-2,093 Reduced 8.93%	21,347 $1.93 Million
Q2 2018 Aug 15, 2018	SELL	N/A	-128 Reduced 0.54%	23,440 $2.04 Million
Q1 2018 May 15, 2018	SELL	N/A	-1,317 Reduced 5.29%	23,568 $1.99 Million
Q4 2017 Feb 13, 2018	SELL	N/A	-2,333 Reduced 8.57%	24,885 $2.2 Million
Q3 2017 Nov 14, 2017	SELL	N/A	-523 Reduced 1.89%	27,218 $2.3 Million
Q2 2017 Aug 14, 2017	BUY	N/A	27,741	27,741 $2.28 Million

Others Institutions Holding AIVL

# of Institutions

123

Shares Held

971K

Call Options Held

Put Options Held

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About WISDOMTREE U.S. AI ENHANCED VA

Ticker AIVL
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Cahill Financial Advisors Inc Wisdomtree U.S. Ai Enhanced Va Transaction History