A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 3,630 shares of AIVL stock, worth $390,479. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,630
Previous 4,266 14.91%
Holding current value
$390,479
Previous $425,000 4.94%
% of portfolio
0.02%
Previous 0.03%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

SELL
$98.85 - $111.3 $62,868 - $70,786
-636 Reduced 14.91%
3,630 $404,000
Q2 2024

Aug 09, 2024

SELL
$96.55 - $102.71 $13,517 - $14,379
-140 Reduced 3.18%
4,266 $425,000
Q1 2024

Apr 26, 2024

SELL
$93.54 - $101.78 $42,373 - $46,106
-453 Reduced 9.32%
4,406 $448,000
Q4 2023

Feb 07, 2024

SELL
$83.54 - $96.2 $7,017 - $8,080
-84 Reduced 1.7%
4,859 $465,000
Q1 2023

Apr 24, 2023

SELL
$87.47 - $97.99 $17,494 - $19,598
-200 Reduced 3.89%
4,943 $453,000
Q3 2022

Oct 24, 2022

SELL
$81.63 - $98.32 $32,652 - $39,328
-400 Reduced 7.22%
5,143 $420,000
Q4 2020

Feb 12, 2021

SELL
$72.77 - $85.16 $355,699 - $416,262
-4,888 Reduced 46.86%
5,543 $464,000
Q3 2020

Oct 14, 2020

SELL
$71.8 - $78.94 $147,908 - $162,616
-2,060 Reduced 16.49%
10,431 $787,000
Q2 2020

Jul 20, 2020

SELL
$61.49 - $81.56 $204,761 - $271,594
-3,330 Reduced 21.05%
12,491 $921,000
Q1 2020

May 01, 2020

BUY
$55.12 - $93.97 $496 - $845
9 Added 0.06%
15,821 $1.02 Million
Q4 2019

Jan 23, 2020

SELL
$84.13 - $92.78 $83,288 - $91,852
-990 Reduced 5.89%
15,812 $1.46 Million
Q3 2019

Nov 14, 2019

SELL
$86.37 - $88.25 $36,361 - $37,153
-421 Reduced 2.44%
16,802 $1.47 Million
Q2 2019

Aug 02, 2019

SELL
N/A
-792 Reduced 4.4%
17,223 $1.48 Million
Q1 2019

May 08, 2019

SELL
N/A
-151 Reduced 0.83%
18,015 $1.54 Million
Q4 2018

Feb 13, 2019

SELL
N/A
-656 Reduced 3.49%
18,166 $1.4 Million
Q3 2018

Nov 06, 2018

SELL
N/A
-2,398 Reduced 11.3%
18,822 $1.7 Million
Q2 2018

Dec 07, 2018

BUY
N/A
8 Added 0.04%
21,220 $1.84 Million
Q1 2018

May 17, 2018

BUY
N/A
9 Added 0.04%
21,212 $1.79 Million
Q4 2017

Jan 31, 2018

SELL
N/A
-198 Reduced 0.93%
21,203 $1.87 Million
Q3 2017

Oct 31, 2017

BUY
N/A
8 Added 0.04%
21,401 $1.81 Million
Q2 2017

Aug 08, 2017

BUY
N/A
21,393
21,393 $1.76 Million

Others Institutions Holding AIVL

About WISDOMTREE U.S. AI ENHANCED VA


  • Ticker AIVL
  • Sector ETFs
  • Industry ETFs
More about AIVL
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