Number of Shares
21,001
Previous 20,313 3.39%
Holding current value
$1.37 Billion
Previous $1.18 Billion 16.25%
% of portfolio
0.77%
Previous 0.8%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025

BUY
N/A
688 Added 3.39%
21,001 $1.37 Billion
Q1 2025

May 01, 2025

BUY
N/A
1,718 Added 9.24%
20,313 $1.18 Billion
Q4 2024

Feb 05, 2025

BUY
N/A
18,595 New
18,595 $1.03 Billion
Track This Portfolio

Track A&I Financial Services, LLC Portfolio

Follow A&I Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of A&I Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on A&I Financial Services, LLC with notifications on news.