StoneCrest Wealth Management, Inc. BAI Holdings History
StoneCrest Wealth Management, Inc.'s iShares A.I. Innovation and Tech Active ETF Holding Summary
As of 2025-03-31, StoneCrest Wealth Management, Inc. held 129,129.00 shares of iShares A.I. Innovation and Tech Active ETF(BAI), totaling $2.83 Mil. This investment constitutes 1.8% of their stock portfolio, and StoneCrest Wealth Management, Inc. now holds 3.02% of the outstanding iShares A.I. Innovation and Tech Active ETF(BAI) stock.
The initial trade took place in 2025Q1. And since then StoneCrest Wealth Management, Inc. has made 1 purchases of BAI, at an average price of $26.39, for a total of 129,129.00 shares. Based on historical transaction data and BAI's current price of $28.98, StoneCrest Wealth Management, Inc.'s estimated gain on his BAI holdings is $334,444.11, reflecting a 9.81% gain to date.
StoneCrest Wealth Management, Inc. BAI ($28.98) Holding Chart
StoneCrest Wealth Management, Inc. BAI ($28.98) 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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