Dynamic Wealth Strategies, LLC Wisdomtree U.S. Ai Enhanced Va Transaction History

Dynamic Wealth Strategies, LLC

  • $149 Million
  • Q3 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 117 shares of AIVL stock, worth $13,215. This represents 0.01% of its overall portfolio holdings.

Number of Shares
117
Previous 117 -0.0%
Holding current value
$13,215
Previous $13,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 12, 2025
BUY
$104.87 - $112.53 $12,269 - $13,166
117 New
117 $12,000
Q2 2024

Aug 15, 2024
SELL
$96.55 - $102.71 $1,544 - $1,643
-16 Reduced 12.03%
117 $12,000
Q4 2023

Feb 13, 2024
BUY
$83.54 - $96.2 $11,110 - $12,794
133 New
133 $12.8 Million

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
  • Industry ETFs
More about AIVL
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