A detailed history of Modern Wealth Management, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Modern Wealth Management, LLC holds 38,099 shares of BAC stock, worth $1.7 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
38,099
Previous 37,602 1.32%
Holding current value
$1.7 Million
Previous $1.5 Billion 1.09%
% of portfolio
0.09%
Previous 0.11%

Shares

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

Nov 05, 2024

BUY
$36.65 - $44.13 $18,215 - $21,932
497 Added 1.32%
38,099 $1.51 Billion
Q2 2024

Aug 07, 2024

BUY
$34.68 - $40.02 $119,125 - $137,468
3,435 Added 10.05%
37,602 $1.5 Billion
Q1 2024

May 13, 2024

BUY
$31.73 - $37.92 $194,885 - $232,904
6,142 Added 21.92%
34,167 $1.31 Billion
Q4 2023

Feb 14, 2024

BUY
$25.17 - $33.94 $705,389 - $951,168
28,025 New
28,025 $944 Million

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 $357B
  • 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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