A detailed history of Aletheian Wealth Advisors LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 5,672 shares of BAC stock, worth $250,532. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,672
Previous 26,445 78.55%
Holding current value
$250,532
Previous $1.05 Million 78.59%
% of portfolio
0.14%
Previous 0.57%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

SELL
$36.65 - $44.13 $761,330 - $916,712
-20,773 Reduced 78.55%
5,672 $225,000
Q2 2024

Jul 26, 2024

SELL
$34.68 - $40.02 $102,410 - $118,179
-2,953 Reduced 10.04%
26,445 $1.05 Million
Q1 2024

Apr 15, 2024

BUY
$31.73 - $37.92 $213,606 - $255,277
6,732 Added 29.7%
29,398 $1.11 Million
Q4 2023

Jan 05, 2024

SELL
$25.17 - $33.94 $15,102 - $20,364
-600 Reduced 2.58%
22,666 $763,000
Q3 2023

Oct 04, 2023

SELL
$27.17 - $32.65 $47,819 - $57,464
-1,760 Reduced 7.03%
23,266 $637,000
Q2 2023

Jul 13, 2023

BUY
$26.99 - $30.56 $675,451 - $764,794
25,026 New
25,026 $717,000

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 $354B
  • 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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