EWG Elevate Inc. BALI Holdings History
EWG Elevate Inc.'s iShares Advantage Large Cap Income ETF Holding Summary
As of 2025-03-31, EWG Elevate Inc. held 670,262.00 shares of iShares Advantage Large Cap Income ETF(BALI), totaling $19.30 Mil. This investment constitutes 7.32% of their stock portfolio, and EWG Elevate Inc. now holds 7.67% of the outstanding iShares Advantage Large Cap Income ETF(BALI) stock.
The initial trade took place in 2024Q2. And since then EWG Elevate Inc. has made 3 purchases of BALI, at an average price of $29.31, for a total of 676,817.00 shares. In addition, there have been 1 sales at an average price of $29.58 for 6,555.00 shares. Based on historical transaction data and BALI's current price of $30.11, EWG Elevate Inc.'s estimated gain on his BALI holdings is $539,351.08, reflecting a 2.72% gain to date.
EWG Elevate Inc. BALI ($30.11) Holding Chart
EWG Elevate Inc. BALI ($30.11) 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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