Perigon Wealth Management, LLC Wisdomtree U.S. Ai Enhanced Va Transaction History

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Perigon Wealth Management, LLC transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 5,943 shares of AIVL stock, worth $659,494. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,943
Previous 4,157 42.96%
Holding current value
$659,494
Previous $462,000 37.01%
% of portfolio
0.02%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$106.1 - $114.66 $189,494 - $204,782
1,786 Added 42.96%
5,943 $633,000
Q3 2024

Oct 16, 2024
BUY
$98.85 - $111.3 $410,919 - $462,674
4,157 New
4,157 $462,000

Others Institutions Holding AIVL

# of Institutions
130
Shares Held
1.02M
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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