Smallwood Wealth Investment Management, LLC Bank Of America Corp Transaction History

Smallwood Wealth Investment Management, LLC

$137 Million
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	BUY	$25.17 - $33.94 $185,905 - $250,680	7,386 New	7,386 $248,000
Q2 2023 Jul 17, 2023	BUY	$26.99 - $30.56 $188,552 - $213,492	6,986 New	6,986 $200,000
Q4 2022 Feb 14, 2023	BUY	$29.77 - $38.41 $2,977 - $3,840	100 Added 1.11%	9,086 $300,000
Q2 2022 Aug 08, 2022	BUY	$31.13 - $40.9 $62,260 - $81,800	2,000 Added 28.63%	8,986 $280,000
Q1 2022 Apr 21, 2022	BUY	$38.34 - $49.38 $8,396 - $10,814	219 Added 3.24%	6,986 $288,000
Q4 2021 Apr 05, 2022	BUY	$43.08 - $48.37 $291,522 - $327,319	6,767 New	6,767 $301,000

Others Institutions Holding BAC

# of Institutions

3,304

Shares Held

5.21B

Call Options Held

85.8M

Put Options Held

100M

Warren Buffett Berkshire Hathaway Inc | Omaha, Ne

798M
Shares

$35.7 Billion
12.05% of portfolio
Vanguard Group Inc Valley Forge, PA

660M
Shares

$29.6 Billion
0.48% of portfolio
Black Rock Inc. New York, NY

473M
Shares

$21.2 Billion
0.43% of portfolio
State Street Corp Boston, MA

289M
Shares

$12.9 Billion
0.48% of portfolio
Jpmorgan Chase & CO New York, NY

149M
Shares

$6.69 Billion
0.49% of portfolio

View Full List

About Bank of America Corp

Ticker BAC
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 8,024,450,048
Market Cap $360B
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

Portfolio Update

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

News

Stay updated on Smallwood Wealth Investment Management, LLC with notifications on news.

Account