CWM
BINI

CarsonAllaria Wealth Management’s Bollinger Innovations BINI Stock Holding History

CarsonAllaria Wealth Management’s Portfolio BINI Stock Details BINI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Hold
0
– -$1 – 370
2024
Q4 		– Hold
0
– – – 351
2024
Q3 		– Hold
0
– – – 395
2024
Q2 		– Hold
0
– – – 379
2024
Q1 		– Hold
0
– – – 395
2023
Q4 		– Hold
0
– – – 356
2023
Q3 		– Hold
0
– – – 361
2023
Q2 		– Hold
0
– – – 386
2023
Q1 		– Hold
0
– – – 366
2022
Q4 		– Hold
0
– – – 357
2022
Q3 		– Hold
0
– – – 343
2022
Q2 		– Hold
0
– – – 313
2022
Q1 		– Hold
0
– – – 287
2021
Q4 		– Hold
0
– – – 269

Other funds holding BINI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return