Number of Shares
130,833.00
Current Holdings Value*
$3.77 Mil
% of Portfolio
0.39%
Total Estimate Gain
$728,739.81
% of Total Estimate Gain
22.79%

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 $30.01, BEACON FINANCIAL GROUP's estimated gain on his BAI holdings is $728,739.81, reflecting a 22.79% gain to date.

BEACON FINANCIAL GROUP BAI ($30.01) Holding Chart

BEACON FINANCIAL GROUP BAI ($30.01) 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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