BEACON FINANCIAL PLANNING, INC BINC Holdings History
Number of Shares
26,180.00
Current Holdings Value*
$1.37 Mil
% of Portfolio
0.79%
Total Estimate Gain
$-579.89
% of Total Estimate Gain
-0.04%
BEACON FINANCIAL PLANNING, INC's iShares Flexible Income Active ETF Holding Summary
As of 2025-03-31, BEACON FINANCIAL PLANNING, INC held 26,180.00 shares of iShares Flexible Income Active ETF(BINC), totaling $1.37 Mil. This investment constitutes 0.79% of their stock portfolio, and BEACON FINANCIAL PLANNING, INC now holds 0.02% of the outstanding iShares Flexible Income Active ETF(BINC) stock.
The initial trade took place in 2024Q4. And since then BEACON FINANCIAL PLANNING, INC has made 2 purchases of BINC, at an average price of $52.54, for a total of 26,180.00 shares. Based on historical transaction data and BINC's current price of $52.52, BEACON FINANCIAL PLANNING, INC's estimated gain on his BINC holdings is $-579.89, reflecting a -0.04% gain to date.
BEACON FINANCIAL PLANNING, INC BINC ($52.52) Holding Chart
BEACON FINANCIAL PLANNING, INC BINC ($52.52) 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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