Summit Wealth & Retirement Planning, Inc. Bank Of America Corp Transaction History
Summit Wealth & Retirement Planning, Inc.
- $281 Million
- Q2 2024
A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Bank Of America Corp stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 12,503 shares of BAC stock, worth $501,870. This represents 0.18% of its overall portfolio holdings.
Number of Shares
12,503
Previous 12,770
2.09%
Holding current value
$501,870
Previous $484,000
2.69%
% of portfolio
0.18%
Previous 0.18%
Shares
8 transactions
Others Institutions Holding BAC
# of Institutions
3,232Shares Held
5.46BCall Options Held
80.7MPut Options Held
95.3M-
Warren Buffett Berkshire Hathaway Inc | Omaha, Ne1.03BShares$41.5 Billion14.84% of portfolio
-
Vanguard Group Inc Valley Forge, PA642MShares$25.8 Billion0.5% of portfolio
-
Black Rock Inc. New York, NY473MShares$19 Billion0.43% of portfolio
-
State Street Corp Boston, MA288MShares$11.6 Billion0.51% of portfolio
-
Jpmorgan Chase & CO New York, NY148MShares$5.93 Billion0.52% 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 $322B
- 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...