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

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

Historical chart of United Financial Planning 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 United Financial Planning 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 United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $493 15 32.93

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Ishares Ai Invatn And Tec Act Etf

Envestnet Asset Management
LPL Financial
Dynasty Wealth Management
Ameriprise Financial
Morgan Stanley
OpenArc Corporate Advisory
Sagespring Wealth Partners
Bank of America Corporation
Park Avenue Securities
Envestnet Portfolio Solutions
Mml Investors Services
CWM
Cetera Investment Advisers
Janney Montgomery Scott
Goss Wealth Management

View all funds holding Ishares Ai Invatn And Tec Act Etf