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Ishares Ai Invatn And Tec Act Etf shares owned by Keystone Financial Group

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

Historical chart of Keystone Financial Group 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 Keystone Financial Group 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 Keystone Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.2M 268k 34.16
2025-06-30 $307k 11k 28.85

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Spdr S&p 500 Etf MF Closed and MF Open (SPY)
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Vanguard Total MF Closed and MF Open (VTI)
Spdr Portfolio MF Closed and MF Open (SPLG)
Tesla Common Stock (TSLA)
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Victoryshares Free MF Closed and MF Open (VFLO)
Microsoft Corp Common Stock (MSFT)
Ishares U S MF Closed and MF Open (DYNF)
Meta Platforms Common Stock (META)
Amazon Common Stock (AMZN)
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Berkshire Hathaway Class Class B Common Stock (BRK.B)

View all positions for Keystone Financial Group

Top funds holding Ishares Ai Invatn And Tec Act Etf

Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Envestnet Portfolio Solutions
Park Avenue Securities
CWM
Mml Investors Services
Cetera Investment Advisers
Janney Montgomery Scott
Ameriprise Financial
Goss Wealth Management
Bank of New York Mellon
Resources Investment Advisors
Foundations Investment Advisors
JB Capital

View all funds holding Ishares Ai Invatn And Tec Act Etf