BEACON FINANCIAL GROUP BAI Holdings History
BEACON FINANCIAL GROUP's iShares A.I. Innovation and Tech Active ETF Holding Summary
As of 2025-06-30, BEACON FINANCIAL GROUP held 130,833.00 shares of iShares A.I. Innovation and Tech Active ETF(BAI), totaling $3.77 Mil. This investment constitutes 0.39% of their stock portfolio, and BEACON FINANCIAL GROUP now holds 0.18% of the outstanding iShares A.I. Innovation and Tech Active ETF(BAI) stock.
The initial trade took place in 2025Q2. And since then BEACON FINANCIAL GROUP has made 1 purchases of BAI, at an average price of $24.44, for a total of 130,833.00 shares. Based on historical transaction data and BAI's current price of $30.33, BEACON FINANCIAL GROUP's estimated gain on his BAI holdings is $770,606.37, reflecting a 24.10% gain to date.
BEACON FINANCIAL GROUP BAI ($30.33) Holding Chart
BEACON FINANCIAL GROUP BAI ($30.33) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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