Concentric Wealth Management, LLC Bank Of America Corp Transaction History
Concentric Wealth Management, LLC
- $473 Million
- Q3 2024
A detailed history of Concentric Wealth Management, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 118,740 shares of BAC stock, worth $5.58 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
118,740
Previous 118,939
0.17%
Holding current value
$5.58 Million
Previous $4.73 Million
0.38%
% of portfolio
1.0%
Previous 1.25%
Shares
29 transactions
Others Institutions Holding BAC
# of Institutions
3,297Shares Held
5.23BCall Options Held
85.8MPut Options Held
100M-
Warren Buffett Berkshire Hathaway Inc | Omaha, Ne798MShares$37.5 Billion12.05% of portfolio
-
Vanguard Group Inc Valley Forge, PA660MShares$31 Billion0.48% of portfolio
-
Black Rock Inc. New York, NY473MShares$22.2 Billion0.43% of portfolio
-
State Street Corp Boston, MA289MShares$13.6 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY149MShares$7.02 Billion0.49% 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 $377B
- 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...