EWG Elevate Inc. BALI Holdings History
EWG Elevate Inc.'s iShares Advantage Large Cap Income ETF Holding Summary
As of 2025-06-30, EWG Elevate Inc. held 731,859.00 shares of iShares Advantage Large Cap Income ETF(BALI), totaling $22.04 Mil. This investment constitutes 6.79% of their stock portfolio, and EWG Elevate Inc. now holds 6.31% 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 4 purchases of BALI, at an average price of $29.24, for a total of 738,414.00 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 $30.35, EWG Elevate Inc.'s estimated gain on his BALI holdings is $816,632.29, reflecting a 3.78% gain to date.
EWG Elevate Inc. BALI ($30.35) Holding Chart
EWG Elevate Inc. BALI ($30.35) 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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