Asset Planning Corporation’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

Asset Planning Corporation’s Portfolio AIVI Stock Details AIVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$226K	Hold
2025 Q1	$206K	Buy
2024 Q4	–	Sell
2024 Q3	$206K	Buy
2021 Q1	–	Sell
2020 Q4	$119K	Buy