Number of Shares
822,236.00
Current Holdings Value*
$21.29 Mil
% of Portfolio
2.33%
Total Estimate Gain
$1.20 Mil
% of Total Estimate Gain
5.55%

BEACON FINANCIAL GROUP's iShares International Dividend Active ETF Holding Summary

As of 2025-03-31, BEACON FINANCIAL GROUP held 822,236.00 shares of iShares International Dividend Active ETF(BIDD), totaling $21.29 Mil. This investment constitutes 2.33% of their stock portfolio, and BEACON FINANCIAL GROUP now holds 2.99% of the outstanding iShares International Dividend Active ETF(BIDD) stock.

The initial trade took place in 2024Q4. And since then BEACON FINANCIAL GROUP has made 1 purchases of BIDD, at an average price of $25.33, for a total of 853,661.00 shares. In addition, there have been 1 sales at an average price of $25.97 for 31,425.00 shares. Based on historical transaction data and BIDD's current price of $26.77, BEACON FINANCIAL GROUP's estimated gain on his BIDD holdings is $1.20 Mil, reflecting a 5.55% gain to date.

BEACON FINANCIAL GROUP BIDD ($26.77) Holding Chart

BEACON FINANCIAL GROUP BIDD ($26.77) 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 %

Top Ranked Articles

  • 1