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Confluence Wealth Services’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Confluence Wealth Services’s Portfolio AIVL Stock Details AIVL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-314
Closed -$31K – 273
2021
Q4 		$31K Buy
+314
New +$31K 0.01% 597