Summit Wealth & Retirement Planning, Inc. Bank Of America Corp Transaction History
Summit Wealth & Retirement Planning, Inc.
- $300 Million
- Q3 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 13,273 shares of BAC stock, worth $620,512. This represents 0.18% of its overall portfolio holdings.
Number of Shares
13,273
Previous 12,503
6.16%
Holding current value
$620,512
Previous $497,000
5.84%
% of portfolio
0.18%
Previous 0.18%
Shares
9 transactions
Others Institutions Holding BAC
# of Institutions
3,298Shares Held
5.23BCall Options Held
85.8MPut Options Held
100M-
Warren Buffett Berkshire Hathaway Inc | Omaha, Ne798MShares$37.3 Billion12.05% of portfolio
-
Vanguard Group Inc Valley Forge, PA660MShares$30.9 Billion0.48% of portfolio
-
Black Rock Inc. New York, NY473MShares$22.1 Billion0.43% of portfolio
-
State Street Corp Boston, MA289MShares$13.5 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY149MShares$6.98 Billion0.49% 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 $375B
- 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...