StoneCrest Wealth Management, Inc. BAI Holdings History
StoneCrest Wealth Management, Inc.'s iShares A.I. Innovation and Tech Active ETF Holding Summary
As of 2025-06-30, StoneCrest Wealth Management, Inc. held 134,866.00 shares of iShares A.I. Innovation and Tech Active ETF(BAI), totaling $3.89 Mil. This investment constitutes 1.85% of their stock portfolio, and StoneCrest Wealth Management, Inc. now holds 0.19% 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 2 purchases of BAI, at an average price of $26.31, for a total of 134,866.00 shares. Based on historical transaction data and BAI's current price of $29.23, StoneCrest Wealth Management, Inc.'s estimated gain on his BAI holdings is $394,206.59, reflecting a 11.11% gain to date.
StoneCrest Wealth Management, Inc. BAI ($29.23) Holding Chart
StoneCrest Wealth Management, Inc. BAI ($29.23) 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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