SWA
BINI

SOA Wealth Advisors’s Bollinger Innovations BINI Stock Holding History

SOA Wealth Advisors’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
2024
Q1 		– Hold
0
– -$29 – 922
2023
Q4 		– Hold
0
– – – 899
2023
Q3 		– Hold
0
– – – 924
2021
Q4 		– Hold
0
– – – 943
2021
Q3 		– Hold
0
– – – 956
2021
Q2 		– Hold
0
– – – 932
2021
Q1 		– Hold
0
– – – 885
2020
Q4 		– Hold
0
– – – 753

Other funds holding BINI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Engineers Gate Manager
Engineers Gate Manager New York $7.71B AUM 24.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return