Number of Shares
70,028.00
Current Holdings Value*
$3.67 Mil
% of Portfolio
2%
Total Estimate Gain
$4,248.11
% of Total Estimate Gain
0.12%

Shared Vision Wealth Group LLC's iShares Flexible Income Active ETF Holding Summary

As of 2025-03-31, Shared Vision Wealth Group LLC held 70,028.00 shares of iShares Flexible Income Active ETF(BINC), totaling $3.67 Mil. This investment constitutes 2% of their stock portfolio, and Shared Vision Wealth Group LLC now holds 0.04% of the outstanding iShares Flexible Income Active ETF(BINC) stock.

The initial trade took place in 2024Q1. And since then Shared Vision Wealth Group LLC has made 5 purchases of BINC, at an average price of $52.44, for a total of 70,028.00 shares. Based on historical transaction data and BINC's current price of $52.51, Shared Vision Wealth Group LLC's estimated gain on his BINC holdings is $4,248.11, reflecting a 0.12% gain to date.

Shared Vision Wealth Group LLC BINC ($52.51) Holding Chart

Shared Vision Wealth Group 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 %

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