Cove Private Wealth, LLC BANK AMERICA CORP Transaction History

Cove Private Wealth, LLC

  • $284 Billion
  • Q2 2025
Number of Shares
1,425
Previous 1,550 8.06%
Holding current value
$1.73 Billion
Previous $1.91 Billion 9.68%
% of portfolio
0.61%
Previous 1.01%

Shares

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

Jul 16, 2025
SELL
N/A
-125 Reduced 8.06%
1,425 $1.73 Billion
Q4 2023

Mar 12, 2024
BUY
N/A
1,550 New
1,550 $1.87 Billion
Track This Portfolio

Track Cove Private Wealth, LLC Portfolio

Follow Cove Private Wealth, 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 Cove Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cove Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email