A detailed history of Wealth Preservation Advisors, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 597 shares of BAC stock, worth $30,733. This represents 0.02% of its overall portfolio holdings.

Number of Shares
597
Previous 681 12.33%
Holding current value
$30,733
Previous $32.2 Million 4.42%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

SELL
$44.92 - $52.42 $3,773 - $4,403
-84 Reduced 12.33%
597 $30.8 Million
Q2 2025

Aug 14, 2025

BUY
$34.39 - $47.46 $7,668 - $10,583
223 Added 48.69%
681 $32.2 Million
Q1 2025

May 14, 2025

BUY
$39.61 - $47.74 $18,141 - $21,864
458 New
458 $19.1 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 $413B
  • 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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