Number of Shares
3.17 Mil
Current Holdings Value*
$166.21 Mil
% of Portfolio
5.31%
Total Estimate Gain
$4.50 Mil
% of Total Estimate Gain
2.49%

Quotient Wealth Partners, LLC's iShares Flexible Income Active ETF Holding Summary

As of 2025-03-31, Quotient Wealth Partners, LLC held 3.17 Mil shares of iShares Flexible Income Active ETF(BINC), totaling $166.21 Mil. This investment constitutes 5.31% of their stock portfolio, and Quotient Wealth Partners, LLC now holds 1.87% of the outstanding iShares Flexible Income Active ETF(BINC) stock.

The initial trade took place in 2023Q4. And since then Quotient Wealth Partners, LLC has made 4 purchases of BINC, at an average price of $51.22, for a total of 3.52 Mil shares. In addition, there have been 1 sales at an average price of $52.37 for 348,883.00 shares. Based on historical transaction data and BINC's current price of $52.51, Quotient Wealth Partners, LLC's estimated gain on his BINC holdings is $4.50 Mil, reflecting a 2.49% gain to date.

Quotient Wealth Partners, LLC BINC ($52.51) Holding Chart

Quotient Wealth Partners, LLC BINC ($52.51) 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