Number of Shares
16,801.00
Current Holdings Value*
$484,710.00
% of Portfolio
0.35%
Total Estimate Gain
$96,605.75
% of Total Estimate Gain
23.53%

Retirement Wealth Solutions LLC's iShares A.I. Innovation and Tech Active ETF Holding Summary

As of 2025-06-30, Retirement Wealth Solutions LLC held 16,801.00 shares of iShares A.I. Innovation and Tech Active ETF(BAI), totaling $484,710.00. This investment constitutes 0.35% of their stock portfolio, and Retirement Wealth Solutions LLC now holds 0.02% of the outstanding iShares A.I. Innovation and Tech Active ETF(BAI) stock.

The initial trade took place in 2025Q2. And since then Retirement Wealth Solutions LLC has made 1 purchases of BAI, at an average price of $24.44, for a total of 16,801.00 shares. Based on historical transaction data and BAI's current price of $30.19, Retirement Wealth Solutions LLC's estimated gain on his BAI holdings is $96,605.75, reflecting a 23.53% gain to date.

Retirement Wealth Solutions LLC BAI ($30.19) Holding Chart

Retirement Wealth Solutions LLC BAI ($30.19) 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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