A detailed history of Cherry Tree Wealth Management, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 382 shares of BAC stock, worth $17,522. This represents 0.0% of its overall portfolio holdings.

Number of Shares
382
Previous 382 -0.0%
Holding current value
$17,522
Previous $15.2 Million 0.23%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

BUY
$34.68 - $40.02 $5,756 - $6,643
166 Added 76.85%
382 $15.2 Million
Q2 2023

Aug 09, 2023

BUY
$26.99 - $30.56 $5,829 - $6,600
216 New
216 $6.2 Million

Others Institutions Holding BAC

About Bank of America Corp


  • Ticker BAC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 8,024,450,048
  • Market Cap $368B
  • Description
  • Bank of America Corporation, through its subsidiaries, provides banking and financial products and services for individual consumers, small and middle-market businesses, institutional investors, large corporations, and governments worldwide. Its Consumer Banking segment offers traditional and money market savings accounts, certificates of deposi...
More about BAC
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, 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 Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.