Sax Wealth Advisors, LLC Wisdomtree U.S. Ai Enhanced Va Transaction History

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 2,057 shares of AIVL stock, worth $232,338. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,057
Previous 2,057 -0.0%
Holding current value
$232,338
Previous $235,000 1.28%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$93.54 - $101.78 $192,411 - $209,361
2,057 New
2,057 $209,000
Q2 2022

Aug 11, 2022
SELL
$86.18 - $100.86 $177,272 - $207,469
-2,057 Closed
0 $0
Q1 2022

Apr 20, 2022
BUY
$93.62 - $102.34 $468 - $511
5 Added 0.24%
2,057 $204,000
Q4 2021

Feb 07, 2022
BUY
$93.29 - $101.13 $191,431 - $207,518
2,052 New
2,052 $208,000

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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