Dougherty Wealth Advisers LLC Bank Of America Corp Transaction History
Dougherty Wealth Advisers LLC
- $154 Million
- Q3 2025
A detailed history of Dougherty Wealth Advisers LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 3,055 shares of BAC stock, worth $157,393. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,055
Previous 3,055
-0.0%
Holding current value
$157,393
Previous $144,000
9.03%
% of portfolio
0.1%
Previous 0.1%
Shares
6 transactions
Others Institutions Holding BAC
# of Institutions
3,794Shares Held
5.31BCall Options Held
78.5MPut Options Held
117M-
Vanguard Group Inc Valley Forge, PA639MShares$32.9 Billion0.51% of portfolio
-
Warren Buffett Berkshire Hathaway Inc | Omaha, Ne605MShares$31.2 Billion11.32% of portfolio
-
Black Rock Inc. New York, NY473MShares$24.4 Billion0.43% of portfolio
-
State Street Corp Boston, MA292MShares$15 Billion0.53% of portfolio
-
Jpmorgan Chase & CO New York, NY165MShares$8.52 Billion0.54% 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...