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 37,602 shares of BAC stock, worth $1.47 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
37,602
Previous 34,167 10.05%
Holding current value
$1.47 Million
Previous $1.31 Billion 13.83%
% of portfolio
0.11%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $315B
  • 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
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.