Avantra Family Wealth, Inc.
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1774744
MECHANICSBURG, PA
Position in BAI
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$635,440
-$11,912 QoQ
Shares Held
19,285
-0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $635,440 | 19,285 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $647,352 | 19,440 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $662,294 | 19,388 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||