Holistic Planning, LLC Bank Of America Corp Transaction History
Holistic Planning, LLC
- $381 Billion
- Q3 2025
A detailed history of Holistic Planning, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Holistic Planning, LLC holds 4,185 shares of BAC stock, worth $215,443. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,185
Previous 5,675
26.26%
Holding current value
$215,443
Previous $269 Million
19.6%
% of portfolio
0.06%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding BAC
# of Institutions
3,880Shares Held
5.26BCall Options Held
78.9MPut Options Held
110M-
Vanguard Group Inc Valley Forge, PA628MShares$32.3 Billion0.5% of portfolio
-
Warren Buffett Berkshire Hathaway Inc | Omaha, Ne568MShares$29.2 Billion11.16% of portfolio
-
Black Rock Inc. New York, NY473MShares$24.4 Billion0.43% of portfolio
-
State Street Corp Boston, MA301MShares$15.5 Billion0.56% of portfolio
-
Jpmorgan Chase & CO New York, NY182MShares$9.35 Billion0.62% of portfolio
About Bank of America Corp
- Ticker BAC
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 8,024,450,048
- Market Cap $413B
- 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...