Heartwood Wealth Advisors LLC Bank Of America Corp Transaction History
Heartwood Wealth Advisors LLC
- $910 Million
- Q2 2025
A detailed history of Heartwood Wealth Advisors LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 7,389 shares of BAC stock, worth $350,977. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,389
Previous 6,656
11.01%
Holding current value
$350,977
Previous $277,000
25.99%
% of portfolio
0.04%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding BAC
# of Institutions
3,774Shares Held
5.31BCall Options Held
80MPut Options Held
115M-
Vanguard Group Inc Valley Forge, PA639MShares$30.4 Billion0.51% of portfolio
-
Warren Buffett Berkshire Hathaway Inc | Omaha, Ne605MShares$28.8 Billion11.32% of portfolio
-
Black Rock Inc. New York, NY473MShares$22.5 Billion0.43% of portfolio
-
State Street Corp Boston, MA292MShares$13.9 Billion0.53% of portfolio
-
Jpmorgan Chase & CO New York, NY165MShares$7.85 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 $381B
- 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...