Summit Financial Wealth Advisors, LLC Bank Of America Corp Transaction History
Summit Financial Wealth Advisors, LLC
- $632 Million
- Q4 2025
A detailed history of Summit Financial Wealth Advisors, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 15,869 shares of BAC stock, worth $816,936. This represents 0.13% of its overall portfolio holdings.
Number of Shares
15,869
Previous 15,642
1.45%
Holding current value
$816,936
Previous $806,000
1.24%
% of portfolio
0.13%
Previous 0.13%
Shares
27 transactions
Others Institutions Holding BAC
# of Institutions
3,934Shares Held
5.29BCall Options Held
78.4MPut Options Held
111M-
Vanguard Group Inc Valley Forge, PA651MShares$33.5 Billion0.51% of portfolio
-
Warren Buffett Berkshire Hathaway Inc | Omaha, Ne568MShares$29.2 Billion11.16% of portfolio
-
Black Rock Inc. New York, NY473MShares$24.4 Billion0.43% of portfolio
-
State Street Corp Boston, MA301MShares$15.5 Billion0.56% of portfolio
-
Jpmorgan Chase & CO New York, NY182MShares$9.35 Billion0.62% 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 $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...