BWM
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BKM Wealth Management’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

BKM Wealth Management’s Portfolio AIVI Stock Details AIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-53,218
Closed -$95.3K – 201
2023
Q4 		$95.3K Buy
+53,218
New +$95.3K 0.04% 203