Avidian Wealth Enterprises, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1471474
HOUSTON, TX
Position in BAI
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$2,029,687
-$11,969 QoQ
Shares Held
61,599
+0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAI Over Time
Shares Held
Position Value (USD)
All Filings in BAI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,029,687 | 61,599 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,041,656 | 61,311 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,238,470 | 65,529 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $685,735 | 23,769 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||