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Ishares Ai Invatn And Tec Act Etf shares owned by Holistic Planning

Quarter-by-quarter ownership of Ishares Ai Invatn And Tec Act Etf (BAI) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Ishares Ai Invatn And Tec Act Etf

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All positions including Ishares Ai Invatn And Tec Act Etf held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ai Invatn And Tec Act Etf by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 56k 33.30

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Top funds holding Ishares Ai Invatn And Tec Act Etf

Envestnet Asset Management
LPL Financial
Dynasty Wealth Management
Jpmorgan Chase & Co
Park Avenue Securities
Envestnet Portfolio Solutions
Mml Investors Services
CWM
Sagespring Wealth Partners
Cetera Investment Advisers
Janney Montgomery Scott
Goss Wealth Management
Bank of New York Mellon
Ameriprise Financial
Commonwealth Equity Services

View all funds holding Ishares Ai Invatn And Tec Act Etf