Ae Wealth Management LLC Bank Of America Corp Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Ae Wealth Management LLC holds 954,609 shares of BAC stock, worth $49.1 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
954,609
Previous 861,335 10.83%
Holding current value
$49.1 Million
Previous $40.8 Million 20.83%
% of portfolio
0.37%
Previous 0.35%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$44.92 - $52.42 $4.19 Million - $4.89 Million
93,274 Added 10.83%
954,609 $49.2 Million
Q2 2025

Aug 06, 2025
BUY
$34.39 - $47.46 $2.41 Million - $3.33 Million
70,109 Added 8.86%
861,335 $40.8 Million
Q1 2025

May 06, 2025
BUY
$39.61 - $47.74 $6.96 Million - $8.38 Million
175,618 Added 28.53%
791,226 $33 Million
Q4 2024

Feb 13, 2025
SELL
$39.22 - $47.77 $1.57 Million - $1.91 Million
-40,003 Reduced 6.1%
615,608 $27.1 Million
Q3 2024

Nov 14, 2024
BUY
$36.65 - $44.13 $2.31 Million - $2.78 Million
63,029 Added 10.64%
655,611 $26 Million
Q2 2024

Aug 12, 2024
BUY
$34.68 - $40.02 $2.73 Million - $3.14 Million
78,578 Added 15.29%
592,582 $23.6 Million
Q1 2024

May 15, 2024
SELL
$31.73 - $37.92 $11.7 Million - $14 Million
-369,773 Reduced 41.84%
514,004 $19.5 Million
Q4 2023

Feb 14, 2024
BUY
$25.17 - $33.94 $2.46 Million - $3.32 Million
97,794 Added 12.44%
883,777 $29.8 Million
Q3 2023

Oct 11, 2023
BUY
$27.17 - $32.65 $1.58 Million - $1.9 Million
58,196 Added 8.0%
785,983 $21.5 Million
Q2 2023

Jul 10, 2023
SELL
$26.99 - $30.56 $14.3 Million - $16.2 Million
-530,709 Reduced 42.17%
727,787 $20.9 Million
Q1 2023

Apr 14, 2023
BUY
$26.97 - $36.77 $120,259 - $163,957
4,459 Added 0.36%
1,258,496 $36 Million
Q4 2022

Jan 31, 2023
BUY
$29.77 - $38.41 $2.16 Million - $2.79 Million
72,721 Added 6.16%
1,254,037 $41.5 Million
Q3 2022

Oct 25, 2022
BUY
$18.8 - $35.27 $2.02 Million - $3.78 Million
107,291 Added 9.99%
1,181,316 $35.7 Million
Q2 2022

Aug 03, 2022
BUY
$31.13 - $40.9 $5.93 Million - $7.8 Million
190,612 Added 21.58%
1,074,025 $33.4 Million
Q1 2022

Apr 18, 2022
BUY
$38.34 - $49.38 $5.13 Million - $6.61 Million
133,881 Added 17.86%
883,413 $36.4 Million
Q4 2021

Jan 20, 2022
BUY
$43.08 - $48.37 $8.73 Million - $9.8 Million
202,579 Added 37.04%
749,532 $33.3 Million
Q3 2021

Nov 01, 2021
BUY
$36.93 - $43.26 $1.43 Million - $1.68 Million
38,735 Added 7.62%
546,953 $23.2 Million
Q2 2021

Jul 21, 2021
BUY
$38.08 - $43.27 $464,271 - $527,547
12,192 Added 2.46%
508,218 $21 Million
Q1 2021

Apr 27, 2021
SELL
$29.65 - $38.99 $832,868 - $1.1 Million
-28,090 Reduced 5.36%
496,026 $19.2 Million
Q4 2020

Feb 01, 2021
SELL
$23.47 - $30.31 $519,062 - $670,335
-22,116 Reduced 4.05%
524,116 $15.9 Million
Q3 2020

Nov 06, 2020
BUY
$22.77 - $26.92 $2.51 Million - $2.97 Million
110,283 Added 25.3%
546,232 $13.2 Million
Q2 2020

Aug 05, 2020
BUY
$19.77 - $28.54 $1.95 Million - $2.82 Million
98,673 Added 29.26%
435,949 $10.4 Million
Q1 2020

May 07, 2020
BUY
$18.08 - $35.64 $1.34 Million - $2.64 Million
74,000 Added 28.11%
337,276 $7.16 Million
Q4 2019

Jan 15, 2020
BUY
$27.63 - $35.52 $847,218 - $1.09 Million
30,663 Added 13.18%
263,276 $9.27 Million
Q3 2019

Nov 05, 2019
BUY
$26.25 - $30.89 $488,040 - $574,306
18,592 Added 8.69%
232,613 $6.79 Million
Q2 2019

Jul 22, 2019
BUY
$26.6 - $30.77 $2.45 Million - $2.84 Million
92,178 Added 75.65%
214,021 $6.21 Million
Q1 2019

May 14, 2019
BUY
$24.56 - $29.82 $290,888 - $353,188
11,844 Added 10.77%
121,843 $3.36 Million
Q4 2018

Feb 15, 2019
BUY
$22.73 - $30.43 $213,457 - $285,768
9,391 Added 9.33%
109,999 $2.71 Million
Q3 2018

Nov 14, 2018
BUY
$27.78 - $31.8 $680,998 - $779,545
24,514 Added 32.22%
100,608 $2.96 Million
Q2 2018

Aug 15, 2018
BUY
$28.19 - $31.22 $118,905 - $131,685
4,218 Added 5.87%
76,094 $2.15 Million
Q1 2018

May 14, 2018
BUY
$29.17 - $32.84 $1.14 Million - $1.29 Million
39,238 Added 120.22%
71,876 $2.16 Million
Q4 2017

Feb 06, 2018
SELL
$25.45 - $29.88 $111,827 - $131,292
-4,394 Reduced 11.87%
32,638 $963,000
Q3 2017

Nov 08, 2017
BUY
$22.89 - $25.45 $61,940 - $68,867
2,706 Added 7.88%
37,032 $938,000
Q2 2017

Aug 14, 2017
BUY
N/A
34,326
34,326 $833,000

Others Institutions Holding BAC

# of Institutions
3,877
Shares Held
5.26B
Call Options Held
80M
Put Options Held
112M
View Full List

About Bank of America Corp

BAC Quotes by TradingView
  • 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...
More about BAC
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